Insurance Licensed Customer Care Representative - Lee Matthews: Allstate Insurance

As a Licensed Insurance Customer Care Agent with ample Cross-Selling Opportunities and In-Office Services, you will be at the forefront of providing exceptional customer service to our clients while actively identifying cross-selling opportunities and managing in-office inquiries. This role requires a dynamic individual with strong communication skills, attention to detail, and a proactive attitude. In addition to assisting clients with their insurance needs, you will leverage in-office interactions to identify opportunities for additional coverage options and provide personalized recommendations. You will also handle policy inquiries, process claims, and ensure client satisfaction.

Salary Range: $35000.00 - $55000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Career Growth Opportunities

Mon-Fri Schedule

Responsibilities

Communicate with clients via phone, email, and in-person to address their insurance-related inquiries and concerns.

Educate clients about different insurance products and coverage options, identifying opportunities for cross-selling.

Process insurance policy applications, renewals, and changes accurately and efficiently.

Proactively suggest additional insurance products to clients based on their needs and preferences.

Assist clients with filing insurance claims and provide support throughout the claims process.

Engage with clients visiting the office, providing personalized assistance and cross-selling relevant insurance products.

Maintain accurate records of client interactions and transactions.

Collaborate with other team members to ensure timely resolution of client issues.

Stay updated on industry regulations and product changes to provide accurate information to clients.

Participate in training sessions and continuing education programs to maintain licensure and enhance job knowledge.

• Must hold a valid insurance license in Georgia.
• Previous experience in customer service or insurance-related roles preferred.
• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to work independently and as part of a team.
• Proficiency in using computer applications and insurance management systems.
• Comfortable engaging with clients in-person and providing exceptional service.
• Commitment to providing exceptional customer service.