Customer Service/Retention Specialist

4 weeks ago


Cerritos, United States Allstate Insurance Full time
Job DescriptionJob Description

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Cerritos insurance agency today Our reputable, award winning insurance agency of 36+ years is looking for an exceptional insurance personal lines customer service representative to join our team. We are a high pace office so your day will go by quickly. At Allstate Insurance we pride ourselves on our outstanding insurance products and customer service.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Evenings Off

Mon-Fri Schedule

Hands on Training

Retirement Plan

Health Insurance Allowance

Paid Time Off (PTO)


Responsibilities
  • Process customer policy change requests.
  • Understand billing and retention processes
  • Call current customers regarding payment issues
  • Call customers to discuss policy chnges
  • Secure all Trailing Documents from customers.
  • Handle all incoming claim calls from customers.
  • Complete Evidence of Insurance requests.
  • Document each customer contact in eAgent.
  • 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.
  • Return all phone messages promptly.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products.
  • Provide exceptional customer service.
  • Maintain client relationships with follow up phone calls.
  • Informs customers of promotions and new or upgraded products using prepared scripts.
  • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
  • Provide customers with additional information about new products and services.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
  • Assess and identify the wants and needs of your customer(s) over the phone
  • Uphold the wants and needs of your customers
  • Educate clients on the insurance policies that best suit their needs
  • Provide policies to new clients and explain benefits/risks of the policy

Requirements
  • Bilingual (Spanish) preferred but not required.
  • Personal Lines or Property and Casualty license (required within 45 days of hiring)
  • The ability to multitask and understand complex billing issues.
  • Phone skills and the ability take care of our valuable customers.

Agency operates as CFJ Insurance Agency, Inc. and represents Allstate Insurance.



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