Personal Lines Customer Service Representative

Allstate Insurance Agency - David Lieberman; Richboro (PA); Remote; USD 45,000 - 60,000; Full time

Job summary

A leading insurance agency in Richboro, PA is seeking a Personal Lines Customer Service Representative to manage customer inquiries and maintain relationships. The role involves handling insurance coverage inquiries, processing renewals, and providing detailed product information. Candidates should possess strong communication skills, a customer-focused approach, and relevant experience in personal lines insurance. This is a remote position with opportunities for professional development and job stability in a growing industry.

Benefits

401(k)

401(k) matching

Health insurance

Paid time off

Competitive Pay

Professional Development

Job Stability

Qualifications

• Minimum of two years personal lines insurance account management experience.
• Strong knowledge of insurance products and procedures.

Responsibilities

• Maintain customer relationships by handling inquiries and concerns.
• Answer customer calls regarding new or existing insurance policies.
• Resolve product or service issues by clarifying customer concerns.

Skills

Customer Focus

Communication

Problem Solving

Education

Bachelor’s Degree

Tools

Agency Management Systems

Job description

Benefits:

401(k)

401(k) matching

Health insurance

Paid time off

Benefits/Perks

Competitive Pay

Professional Development

Job Stability in a growing industry

Job Description

The Personal Lines CSR at Allstate Agency in Richboro PA, is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Responsibilities

Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.

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

Qualifications

Must have Allstate Agency Experience

Hold the insurance license required by your state and have a minimum of two years personal lines insurance account management experience as well as hold 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 as well as 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.

This is a remote position.

The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. 2021 Allstate Insurance Co.