Insurance Customer Service Representative- In Office!

Allstate - Wagner Insurance Agency; Waukesha (WI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

PTO

Retirement Plan

Mon-Fri Schedule

Vision Insurance

Career Growth Opportunities

Friendly Co-workers

Bonus Opportunities

Learning & Development

Job summary

Allstate - Wagner Insurance Agency in Wisconsin is seeking a full-time Customer Service Representative to support current clients and new prospects. You will process policy changes, maintain accurate contact information, and respond to inquiries while providing friendly, knowledgeable service.

Experience in insurance is not required but helpful. The role follows a Mon-Fri schedule with opportunities for bonus and career growth within a supportive team environment.

Qualifications

• Excellent customer service and communication skills.
• Ability to multi-task and stay organized in a busy office.
• Willingness to learn products and processes to assist clients.

Responsibilities

• Process customer policy change requests.
• Verify contact details with customers and update records.
• Answer incoming calls on the first ring.
• Schedule appointments for sales staff with prospective customers.
• Respond to inquiries, cancellations, and sales requests within set timeframes.
• Collect and monitor customer feedback for reviews.

Skills

Customer Service

Multi-tasking

Follow-up

Positive attitude

Stress management

Job description

Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position.

Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits

• Paid Time Off (PTO)
• Retirement Plan
• Mon-Fri Schedule
• Vision Insurance
• Career Growth Opportunities
• Fun & Friendly Co-workers
• Bonus Opportunities
• Continuous Learning and Development

Responsibilities

• Process customer policy change requests.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Schedule appointments for sales staff to meet prospective customers.
• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.
• Customer Reviews

Requirements

• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Great Customer Service Skills.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.