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Account Representative
4 months ago
Benefits/Perks:
Competitive Pay
Professional Development
Job Stability in a growing industry
401 K
PTO
Earned Commissions & Bonuses
Job Description
The Customer Service Manager at Allstate Insurance Agency - Rajesh Khullar is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.
Responsibilities
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.
Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Actively solicit increases in coverage or rounding out accounts at every service contact.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
Qualifications
Able to obtain insurance license within 30 days of employment.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations.
Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
Technology and Computer proficiency including agency management systems.
About Us My name is Raj & I have owned RK Financial Services for about 12 years. I have also been in Insurance & Financial Services for 35 years. I'm a Lifetime MDRT producer as well as one of the leading agents in Allstate for Financial Services. We are growing & expanding our agency, and currently have five reps with over 100 years of experience. Lastly, we provide continuous weekly training & support for our employees' growth.
The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.
