Customer Service and Sales Representative

Job Description
Job Description
Benefits:
Licensing paid by agency
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Vision insurance
About our Agency:
Our agency is built around growth, strong coaching, and a positive team culture. We’re passionate about helping our team members succeed while also maintaining a healthy work-life balance, especially around important family events.

We offer dental and vision coverage for employees and their families, a 401(k), licensing support, and access to extensive training and nationally recognized sales coaching. Our team participates in daily coaching meetings and weekly one-on-one development to help everyone continuously improve. Our culture is upbeat and supportive, with company promotions, team-building events, travel opportunities, retreats, and celebrations throughout the year.

We truly care about our team’s professional success and personal well-being, and we’re looking for someone who wants to grow in a positive, high-performing environment.

Position Overview

As a
Customer Service Representative
, you will be a key point of contact for our clients, providing timely and accurate information while ensuring a positive customer experience. This role involves addressing inquiries, resolving issues, and offering support on a variety of insurance-related matters.

Responsibilities

Establish customer relationships and follow up with customers, as needed.
Responding promptly to customer inquiries via phone and email.
Providing information about insurance policies, coverage details, and claims processes.
Assisting clients with policy changes, updates, and renewals.
Investigating and resolving customer issues or concerns with empathy and professionalism.
Use a customer-focused, needs-based review process to educate customers about insurance options.

Requirements

Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal, and listening
People-oriented
Detail oriented
Proactive in problem-solving
Able to learn computer functions
Ability to work in a team environment
Prior Allstate experience preferred