Personal & Commercial Lines Customer Service Representative Bilingual

National Association of Professional Allstate Agents, Inc.; Norwalk (CT); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Paid time off

Vision insurance

Signing bonus

Training & development

Job summary

An independent insurance agency in Norwalk, CT, is seeking a bilingual Personal & Commercial Lines Customer Service Representative. The role involves maintaining customer relationships and handling inquiries with professionalism. Candidates should have a Bachelor's degree and a minimum of two years of related experience. Compensation is competitive, with various benefits including health insurance and a signing bonus.

Qualifications

• Minimum of two years personal and commercial lines insurance account management experience.
• Strong knowledge of insurance products, rating, underwriting, and operations.
• Excellent written and verbal communication skills.

Responsibilities

• Handle customer inquiries about insurance policies and claims.
• Pre-qualify prospects and present policy options.
• Maintain records of customer transactions and interactions.

Skills

Customer focus

Strong phone manner

Detail-oriented

Time management

Problem-solving

Education

Bachelor's Degree or comparable work experience

Tools

Agency management systems

Job description

Overview

Personal & Commercial Lines Customer Service Representative Bilingual at National Association of Professional Allstate Agents, Inc. Location: Norwalk, CT. The role focuses on maintaining solid customer relationships by handling personal and commercial lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting service and marketing activities.

Our Allstate Agency has been located in Norwalk for over 25 years. Sumra agency mission is to build and grow. We will become the preferred choice for insurance products and services. We will build a strong family of agents. Our focus will be based online and our local community.

Responsibilities

• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
• Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Actively solicit increases in coverage or rounding out accounts at every service contact.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance as well as collaboration with team members, mentor staff, and participate in meetings as needed.

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills and possess excellent math and reading skills to accurately perform simple calculations.
• Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
• Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
• Technology and computer proficiency including agency management systems.

Compensation & Benefits

Compensation: $40,000.00 - $45,000.00 per year

• 401(k)
• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Competitive salary
• Paid time off
• Vision insurance
• Signing bonus
• Training & development

Becoming an Insurance Professional: Insurance professionals go by many names, but share a calling to help people prepare for the future. NAPAA members emphasize fair, honest customer service, and agency members are among the best in the industry.

Legal & Employment Details

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of the agency. All inquiries about employment at this agency should be made directly to the agency location, and not to NAPAA.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development
• Industries: Insurance