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Insurance Customer Service Representative
2 months ago
L0489 Rock Business Services, Inc.
Insurance Customer Service Representative
The Insurance Customer Service Representative will be serve as the customer point-of-contact for all questions and needs concerning the policyholder's insurance.
The Insurance Customer Service Representative reports to the Agency Manager.
Location: Fontana, CA (On-site)
Compensation Range: $18/hr - $20/hr
This position is a performance driven position, eligible for short-term and/or long-term incentives as part of total compensation.
Responsibilities
- Supporting growth and retention goals by adhering to the agency's established customer service strategy
- Greeting customers and taking telephone, email or in-person inquiries
- Ensuring that customer requests, inquiries and concerns are resolved efficiently and effectively
- Contacting customers regarding billing issues, policy questions and changes
- Contacting customers to set up insurance reviews
- Collecting and recording premium payments
- Keeping notes of customer conversations and policy changes in eAgent or by using the notes function in Household View or your agencies Allstate approved CRM tool
- Assisting the agency manager and Licensed Sales Producers in all types of administrative tasks
- Raising any customer service issues to appropriate stakeholders
- Other duties as assigned
- Previous customer service experience preferred
- Ability to provide courteous, knowledgeable, and professional customer service both in person and on the telephone.
- Strong attention to detail
- Sense of urgency
- Excellent communication
- PC skills including knowledge and use of MS Office (Excel, Word, Windows, etc.)
- Does the right thing, takes action and adapts to change
- Self-motivates, believes in accountability, focuses on results, makes plans and follows through
- Believes in humility, shares best practices, desires to keep learning, measures performance and adapts to improve results
- Thrives on a team, stays positive, lives our values
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.*
- Up to 1/3 of time: standing, walking, lifting up to 25 pounds
- Up to 2/3 of time: sitting, kneeling, reaching, talking, hearing
NOTE: This is not necessarily an exhaustive list of responsibilities, skills, or working conditions associated with the job. While this list is intended to be an accurate reflection of the current job, the company reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed.
We offer best in class industry benefits:
- Competitive pay
- Medical, Dental and Vision Plans
- Paid Holidays & PTO
- Short and Long-Term Disability
- Paid Life Insurance
- 401(k) Retirement Plan
- Employee Stock Purchase Plan
- Lithia Learning Center
- Vehicle Purchase Discounts
- Wellness Programs
High School graduate or equivalent, 18 years or older required. Acceptable driving record and a valid driver's license in your state of residence necessary for select roles. We are a drug free workplace. We are committed to equal employment opportunity (regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status). We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
