Licensed Customer Service Agent

Allstate Insurance Agency - Samuel Huguley; Birmingham (AL); On-site; USD 28,000 - 42,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

Allstate Insurance Agency - Samuel Huguley is seeking a Customer Service Representative to support policyholders and protect relationships in Birmingham. You will assist with coverage questions, policy changes, billing concerns, and claims support to ensure professional, knowledgeable service.

The role includes licensing support to obtain Property and Casualty credentials, advancement opportunities, and benefits such as health, dental, 401(k) matching, and paid time off.

Qualifications

• Prior customer service experience preferred (insurance experience is a plus, but not required).
• Strong communication skills - both verbal and written.
• Detail-oriented and organized.
• Comfortable handling multiple tasks in a fast-paced environment.
• Positive, team-oriented attitude.
• Problem-solving mindset with a genuine desire to help others.

Responsibilities

• Provide exceptional service to existing customers in person, over the phone, and electronically.
• Process policy changes such as endorsements, coverage adjustments, ID cards, and billing updates.
• Assist customers with claims reporting and follow-up support.
• Review policies with customers to ensure proper coverage and identify protection gaps.
• Support account retention efforts and proactively reach out to prevent cancellations.
• Handle billing inquiries and payment processing.
• Maintain accurate documentation in the agency management system.
• Work collaboratively with sales team members to ensure a seamless customer experience.
• Help maintain agency organization and operational efficiency.

Skills

Customer service

Communication

Detail-oriented

Multi-tasking

Problem solving

Job description

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Customer Service Representative (CSR) - Allstate Agency

Are you looking for a meaningful career with a local business backed by a national brand people recognize and trust?

As a Customer Service Representative, you will play a critical role in supporting our customers and protecting the relationships that keep our agency strong. You will assist policyholders with coverage questions, policy changes, billing concerns, and claims support - ensuring every customer receives professional, knowledgeable, and caring service.

If you enjoy helping people, solving problems, and being part of a team that protects families and their assets, this could be the right fit for you.

Responsibilities

• Provide exceptional service to existing customers in person, over the phone, and electronically
• Process policy changes such as endorsements, coverage adjustments, ID cards, and billing updates
• Assist customers with claims reporting and follow-up support
• Review policies with customers to ensure proper coverage and identify protection gaps
• Support account retention efforts and proactively reach out to prevent cancellations
• Handle billing inquiries and payment processing
• Maintain accurate documentation in the agency management system
• Work collaboratively with sales team members to ensure a seamless customer experience
• Help maintain agency organization and operational efficiency

Job Qualifications

• Prior customer service experience preferred (insurance experience is a plus, but not required)
• Willing to obtain Property and Casualty license if not already licensed (licensing support provided)
• Strong communication skills - both verbal and written
• Detail-oriented and organized
• Comfortable handling multiple tasks in a fast-paced environment
• Positive, team-oriented attitude
• Problem-solving mindset with a genuine desire to help others

Compensation & Benefits

• Competitive base pay (hourly or salary based on experience)
• Performance bonuses tied to retention, service standards, and account rounding
• Paid training and licensing assistance
• Ongoing professional development opportunities through Allstate University
• Supportive and team-focused work environment
• Advancement opportunities within the agency

Why Join Our Agency?

At Allstate, everything we do is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. As part of our local agency team, you'll have the opportunity to make a real difference in the lives of customers every day.

We don't just sell policies - we build relationships. As a Customer Service Representative, you are often the voice customers rely on when they need us most.

Disclosure:

Each Allstate agency is independently owned and operated. Compensation, benefits, and agency structure may vary by location.

The Sales Professional opportunity is not an employment opportunity directly with Allstate Insurance Company, but employment as a staff with Allstate Exclusive Agents who are independent contractors. 2021 Allstate Insurance Co.