Licensed Insurance CSR | Client Advocate & Claims Support

The Juris Agency; Golden Valley (MN); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

PTO

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Hands on Training

Health Insurance Stipend

Flexible Schedule

Licensing Assistance

Weekly & Monthly Sales Contests

Appreciation Lunches

Weekly Team Meetings

Off-Site Team Building Events

Home / Work Life Balance

Casual Attire

Monthly Sales Contests

Job summary

Allstate Insurance - Greg Davis Agency in Golden Valley, Minnesota is seeking a Licensed Insurance Customer Service Representative to join our on-site team. You will interact directly with clients, providing personalized service and guidance on their insurance needs.

The role emphasizes client communication, policy servicing, claims support, and educating customers on available products. A Minnesota Property & Casualty license, strong communication skills, empathy, and teamwork are essential.

Qualifications

• Active Minnesota Property & Casualty License is required.
• Experience in customer service, preferably in the insurance sector.
• Outstanding verbal and written communication abilities.
• Empathy and ability to relate to clients' needs and concerns.
• Problem-solving skills to resolve issues promptly and independently.
• Strong organization to manage multiple client interactions.
• Team collaboration to ensure client satisfaction.
• Familiarity with CRM software and office applications.
• Attention to detail when handling sensitive information.

Responsibilities

• Client Interaction: Assist clients by addressing inquiries, resolving concerns, and providing detailed explanations of their insurance policies.
• Policy Servicing: Manage and update customer profiles and documentation, ensuring accuracy and compliance with agency standards.
• Claims Assistance: Support clients in the claims process, guiding them through necessary steps and ensuring timely resolutions.
• Product Education: Provide clients with comprehensive information about insurance products and services to support their decision-making.
• Customer Retention: Engage clients proactively to enhance their satisfaction and foster long-lasting relationships with the agency.
• Feedback Management: Collect and report client feedback to improve service offerings and customer experiences.

Skills

Customer service

Communication

Empathy

Problem-solving

Teamwork

Detail-oriented

Tools

CRM software

Job description

Allstate Insurance - Greg Davis Agency in Golden Valley, Minnesota is seeking a Licensed Insurance Customer Service Representative to join our on-site team. You will interact directly with clients, providing personalized service and guidance on their insurance needs.

The role emphasizes client communication, policy servicing, claims support, and educating customers on available products. A Minnesota Property & Casualty license, strong communication skills, empathy, and teamwork are essential.