Licensed P&C Insurance Customer Service Expert - IN OFFICE

Mark Jameson Allstate Agency; Burleson (TX); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Job summary

Mark Jameson Allstate Agency in Burleson, TX is seeking an experienced P&C licensed Customer Service Representative to join our in-office service team. You will assist policyholders with billing, policy changes, and claims guidance, delivering world-class service.

As the first point of contact, you'll support the sales team, nurture client relationships, process payments, and schedule appointments, with a friendly, energetic approach.

Qualifications

• 1+ year CSR experience in a service environment.
• P&C insurance license required (valid)
• Willing to travel to Southlake, Colleyville, or Burleson, TX for in-office work
• Proven dependability and reliability
• Excellent communication and interpersonal skills
• Bilingual Spanish/English preferred

Responsibilities

• Answer phones and greet clients in a polite, professional manner.
• Assist customers with service tasks: billing, policy changes, and claims guidance.
• Support sales team to ensure a seamless customer experience.
• Maintain positive office environment and perform related tasks.
• Schedule appointments for sales staff and follow up with clients.

Skills

Customer service

Communication

Bilingual (Spanish/English)

Tools

Insurance knowledge

Job description

Job Description

Join a Top-Ranked Allstate Agency that is well established (20+ Years) and is GROWING!

Are you a P&C Licensed expert who is passionate about helping people and thrive in a fast-paced, high-performance environment? Join the Mark Jameson Allstate Agency, one of the largest and most award-winning Allstate agencies in Texas! We pride ourselves on exceptional service, a supportive culture, and strong career growth opportunities for our team members.

We're seeking experienced, P&C licensed Customer Service Representatives to join our outstanding service department. This is a fantastic opportunity for professionals with Allstate experience looking to take their careers to the next level.

As a CSR, you'll be the first point of contact for our clients, delivering world-class service and ensuring policyholders have the support they need whether its billing assistance, policy changes, or guiding them through claims.

If you're ready to grow your career, work with a supportive and driven team, and help protect what matters most to our clients -- to become part of the Mark Jameson Allstate Agency!

This is a full time In Office (not remote) opportunity for on of our three locations: Southlake, Colleyville, or Burleson, TX Agency locations.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off

Responsibilities

• Answer phones and greet walk in clients with a polite and professional manner
• Assist current customers with service-related tasks, including but not limited to processing payments, making changes to existing polices, troubleshooting billing questions, assisting with the claims process
• Assist the sales team to ensure a seamless and positive customer experience.
• Have an upbeat, positive and enthusiastic attitude
• Ask each customer for referrals and recommendations
• Treat each customer contact as a cross and up-sell opportunity including financial products. (Commissions available for any sales completed by the CSR!)
• Maintain client relationships with follow up phone calls.
• Schedule appointments for sales staff to meet prospective customers
• Manage and maintain a positive office environment and perform any other office related tasks

Requirements

• Currently have a valid Property & Casualty Insurance License *Required* This is DIFFERENT from an Adjustor's License , which is not applicable
• 1+ Year CSR experience, in a similar customer facing, service environment
• Be willing and able to travel to and work full time in one of our three locations - Southlake, Colleyville, or Burleson, TX
• Have a minimum 1 year P&C Industry Experience
• Have a minimum 1 year Customer Service Experience *Required*
• Previous P&C Industry experience highly preferred
• Have a proven track record of dependability & reliability - showing up to work as scheduled, on time.
• Desire to want to help educate others on insurance - how and why it’s important to have the proper coverage
• Have an upbeat, positive and enthusiastic attitude.
• Great self-starter with a sense of urgency.
• Create relationships from a cold start and be able to handle customer rejection.
• Have the ability to answer prospective client's questions efficiently and effectively.
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Bilingual (Spanish/English) fluency preferred