Licensed Customer Service Representative

The Juris Agency

Valparaiso (IN)

Hybrid

USD 36.000 - 48.000

Vollzeit

Vor 2 Tagen
Sei unter den ersten Bewerbenden
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Benefits dieser Stelle

Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Hands on Training
Mon-Fri Schedule
401k + Matching
Hybrid (50% remote & 50% in office)

Zusammenfassung

K. Symons Agency Inc., an Allstate agency, seeks a licensed Customer Service Representative to join our team in a hybrid role (50% remote / 50% in office).

The successful candidate will be dependable, detail-oriented, and capable of handling a fast-paced insurance office environment while delivering exceptional customer service and managing policy changes, billing questions, and coverage needs. Required: Active Indiana Property & Casualty or Personal Lines license, high school diploma or

Qualifikationen

  • Active Indiana Property & Casualty or Personal Lines License
  • Previous insurance experience
  • Prior Allstate experience preferred

Aufgaben

  • Process policy changes, endorsements, vehicle additions and removals, driver changes, mortgage updates, billing questions, payment issues, cancellations and other service requests.
  • Build and maintain positive relationships with customers to encourage long-term loyalty and retention.
  • Proactively contact customers when necessary to address policy concerns, account issues, and coverage needs.
  • Handle customer complaints and difficult conversations professionally while working toward satisfactory resolutions.
  • Review existing policies to ensure customer information and coverage selections are accurate and current.
  • Proactively assist customers who are considering canceling their insurance policies.
  • Investigate customer concerns regarding premiums, coverage, and service to identify possible solutions.
  • Conduct policy reviews and identify appropriate coverage adjustments or available discounts.
  • Proactively discuss bundling opportunities involving auto, home, renters, condominium, umbrella, and other available insurance products.
  • Participate in team meetings, training sessions, and professional development activities.

Ausbildung

High school diploma or equivalent

Jobbeschreibung

Job Description

K. Symons Agency Inc., an established Allstate Insurance agency, is seeking a motivated, professional, and customer-focused Licensed Customer Service Representative to join our team in a hybrid role(50% remote / 50% in office). The ideal candidate is dependable, detail-oriented, organized, and capable of handling a fast-paced insurance office environment. This individual must be committed to delivering exceptional customer service while maintaining strong customer relationships, identifying coverage needs, and helping the agency achieve its retention and growth objectives. We are looking for someone who takes initiative, demonstrates a strong work ethic, and understands that every customer interaction is an opportunity to provide value, strengthen relationships, and earn additional business.

Benefits
  • Paid Time Off (PTO)
  • Flexible Schedule
  • Health Insurance
  • Hands on Training
  • Mon-Fri Schedule
  • 401k + Matching
  • Hybrid (50% remote & 50% in office)
Responsibilities
  • Process policy changes, endorsements, vehicle additions and removals, driver changes, mortgage updates, billing questions, payment issues, cancellations and other service requests.
  • Build and maintain positive relationships with customers to encourage long-term loyalty and retention.
  • Proactively contact customers when necessary to address policy concerns, account issues, and coverage needs.
  • Handle customer complaints and difficult conversations professionally while working toward satisfactory resolutions.
  • Review existing policies to ensure customer information and coverage selections are accurate and current.
  • Proactively assist customers who are considering canceling their insurance policies.
  • Investigate customer concerns regarding premiums, coverage, and service to identify possible solutions.
  • Conduct policy reviews and identify appropriate coverage adjustments or available discounts.
  • Proactively discuss bundling opportunities involving auto, home, renters, condominium, umbrella, and other available insurance products.
  • Participate in team meetings, training sessions, and professional development activities.
Requirements

Active Indiana Property & Casualty or Personal Lines License

High school diploma or equivalent

Previous insurance experience

Prior Allstate Experience preferred

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