What are the responsibilities and job description for the Licensed P&C Customer Service Representative position at First Texan Insurance Agency dba Allstate Insurance?
Overview
Join our dynamic team as a Licensed Property & Casualty (P&C) Customer Service Representative and become a vital part of delivering exceptional insurance solutions! In this energetic role, you will leverage your licensing credentials and insurance expertise to assist clients with their property, casualty, health, and life insurance needs. Your enthusiasm for customer service combined with your knowledge of insurance products will drive positive client interactions, foster long-term relationships, and support our mission to provide comprehensive coverage options. This position offers an exciting opportunity to grow your career in a fast-paced environment where your communication skills and sales acumen truly shine.
Duties
- Provide expert guidance to clients on property, casualty, health, and life insurance policies, ensuring they understand coverage options and benefits
- Assist customers with policy inquiries, claims processing, and coverage adjustments via phone, email, or in person
- Conduct outbound calls for client follow-ups, policy renewals, and cross-selling opportunities using telemarketing techniques
- Build strong relationships with clients through personalized service and ongoing communication to enhance customer satisfaction and retention
- Utilize CRM (Customer Relationship Management) systems to document client interactions, update policy information, and track sales activities
- Engage in sales administration tasks such as quoting new policies, processing applications, and managing benefits administration for clients
- Stay current on insurance regulations and compliance standards to ensure all client interactions adhere to legal requirements
Skills
- Valid P&C license with a strong understanding of property casualty insurance regulations and products
- Proven experience in customer service within the insurance or retail sales sectors
- Demonstrated ability in outside sales, negotiation, and client relationship building to expand business opportunities
- Multilingual skills or bilingual proficiency preferred to serve diverse client populations effectively
- Knowledge of health insurance, life insurance, and benefits administration enhances client consultation capabilities
- Proficiency in Microsoft Office suite (Word, Excel, Outlook) and CRM systems for efficient sales management and documentation
- Excellent communication skills with the ability to clearly explain complex insurance concepts to clients
- Strong analysis skills for assessing client needs and recommending suitable coverage options
- Experience in telemarketing or outbound sales campaigns is a plus
- Familiarity with insurance regulation standards ensures compliant practices across all client interactions
MUST HAVE P&C Insurance License
MUST BE BILINGUAL (SPANISH)
Embark on a rewarding career where your enthusiasm for sales and customer service makes a real difference! We’re committed to supporting your professional growth while providing an engaging work environment that values your expertise.
Pay: $42,000.00 - $60,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
- Work from home
Work Location: In person
Salary : $42,000 - $60,000