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Allstate - Jay Haidari Agency in Frisco, Texas, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative. In this role you will provide exceptional customer service to our clients, addressing all of their insurance-related questions, concerns, and requests. Your positive attitude, rapport-building, and desire to help will make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience while ensuring their clients have the coverage they need.
If you are ready to make a change in your life and are looking to join a company that cares about both our clients and you, apply today!
Process customer policy change requests.
Complete Evidence of Insurance requests.
Develop new Financial Services opportunities.
Document each customer contact in eAgent.
Take premium payments from customers.
Treat each customer contact as a cross and up-sell opportunity including financial products.
Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
Answer incoming phone calls on the first ring.
Thoroughly understand and follow all underwriting, rating and compliance requirements.
Maintain knowledge of new products and services.
Possess an upbeat, positive and enthusiastic attitude.
Proficiency to multi-task, follow-thru and follow-up.
Excellent Communication/interpersonal skills.
Professional phone etiquette.
Great Customer Service Skills.
A Property & Casualty insurance license is required.
Bilingual, fluent in both English and Spanish is beneficial.
Full Time
$44k-54k (estimate)
03/19/2024
03/28/2024
The job skills required for Insurance Customer Service Representative include Customer Service, Financial Services, Customer Contact, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance Customer Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance Customer Service Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Insurance Customer Service Representative positions, which can be used as a reference in future career path planning. As an Insurance Customer Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Customer Service Representative. You can explore the career advancement for an Insurance Customer Service Representative below and select your interested title to get hiring information.
If you are interested in becoming an Insurance Customer Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Customer Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Insurance Customer Service Representative job description and responsibilities
An Insurance Customer Service Representative acnowledges and direct customer’s requests for additional products or services to appropriate licensed representatives.
01/17/2022: Norwich, CT
Assist customers with managing insurance inquiries, resolve insurance problems and finalizes policy adjustments.
12/28/2021: Vineland, NJ
Completes customer’s transactional requests as provided by caller.
12/20/2021: Middlesex, NJ
Insurance Customer Service Representative consistently meets or exceeds expectations for departmental standards related to Quality, Service Level, Call Goal, and other KPI's.
02/11/2022: Portland, OR
Document their exchanges with clients, often using customer relationship management software.
12/22/2021: Helena, MT
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Insurance Customer Service Representative jobs
Insurance Customer Service Representative needs a high school education, on-the-job training and several soft skills.
03/08/2022: Portland, OR
An Insurance Customer Service Representative should have a good memory to remember details and data.
03/17/2022: Port Arthur, TX
They must be able to cope with a fast-paced work environment.
02/27/2022: Pierre, SD
Insurance Customer Service Representative should be consistenet in sending mails, newsletters, and other correspondence forms to customers.
02/16/2022: New London, CT
Should have the willingness to provide assistance.
01/09/2022: Rockford, IL
Step 3: View the best colleges and universities for Insurance Customer Service Representative.