Job Description

The Receptionist / Customer Service Representative position will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, drafting letters & reports, and other additional clerical duties as directed by the agent or associates.  Prior Allstate experience preferred.

Responsibilities

• Process customer policy change requests.

• Handle all incoming claim calls from customers.

• Document each customer contact in eAgent.

• Immediately greet all customers, entering the office, in a friendly and helpful manner.

• Take premium payments from customers.

• Ask each customer for referrals and explain our referral program.

• 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.

• Provide exceptional customer service.

• Be outstanding at relationship building.

• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems

• Schedule appointments for sales staff to meet prospective customers

• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty

• Provides on-going support to insurance clients as needed

• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

• Possess an upbeat, positive and enthusiastic attitude.

• Be a fantastic presenter.

• Proficiency to multi-task, follow-thru and follow-up.

• Excellent Communication/interpersonal skills.

• Must be awesome at opening doors and getting appointments from a cold start.

• Must be highly self-motivated.

• Professional phone etiquette.

• Career minded vision.

• Follow through and exceed current and prospective client expectations.

• Excellent Spelling and Grammar skills.

• Great Customer Service Skills.

• Works well with other employees and is a team player with a positive attitude.

• Be able to obtain or currently possess a property & casualty insurance license

• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe

• Strong work ethic and leadership skills

• Strong communication skills, both oral and written

• Driven and goal-oriented individual

• Ability to tactfully handle stressful and difficult situations

• Previous work experience in sales, marketing, promotions or telemarketing

Bilingual, fluent in both English and Spanish is beneficial.