Licensed Insurance CSR: Policy Support & Quotes

Allstate Insurance Agency - John Tunnell; Lake Geneva (WI); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Allstate Insurance Agency - John Tunnell in Lake Geneva, Wisconsin is looking for a Licensed Customer Service Agent. In this role, you'll provide exceptional service, assisting clients with insurance inquiries, changes, and claims while fostering a supportive environment. The position requires a valid Wisconsin insurance license, skills in communication and problem-solving, and a detail-oriented approach. Join a dynamic team offering competitive benefits and opportunities for growth.

Qualifications

• Must hold a valid Wisconsin insurance license.
• Previous experience in customer service or insurance preferred.
• Proficient in using computer systems and software.

Responsibilities

• Assist clients with policy inquiries and coverage options.
• Process policy changes, renewals, and claims efficiently.
• Provide accurate quotes and information to potential customers.
• Educate clients on insurance products and services.
• Maintain client records and documentation with attention to detail.
• Resolve customer issues and concerns with a positive attitude.

Skills

Communication skills

Interpersonal skills

Problem-solving

Multitasking

Attention to detail

Education

High school diploma or equivalent

Further education is a plus

Job description

Allstate Insurance Agency - John Tunnell in Lake Geneva, Wisconsin is looking for a Licensed Customer Service Agent. In this role, you'll provide exceptional service, assisting clients with insurance inquiries, changes, and claims while fostering a supportive environment. The position requires a valid Wisconsin insurance license, skills in communication and problem-solving, and a detail-oriented approach. Join a dynamic team offering competitive benefits and opportunities for growth.