Insurance Service Representative

4 weeks ago


San Ramon, California, United States Allstate - Millennium Oak Ins & Financial Full time
Job Title: Licensed Insurance Customer Service Representative

Job Description:

As a Licensed Insurance Customer Service Representative at Allstate - Millennium Oak Ins & Financial, you will play a vital role in assisting our personal lines clients with their day-to-day service needs. We are seeking an individual who is experienced, self-motivated, and able to work effectively within a tight-knit team of insurance professionals.


Benefits:

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Mon-Fri Schedule

Career Growth Opportunities


Responsibilities:
  • Help clients with policy changes, such as adding cars or changing lenders.
  • Assist clients in filing initial claim reports and explain what to expect.
  • Explain premium changes related to policy changes.
  • Pre-renewal client contact for policy reviews.
  • Follow up with clients on documents and signatures.
  • Billing reminders.
  • Perform service-related activities as needed.
Requirements:
  • California Property & Casualty License is required.
  • Enthusiasm for the role insurance and financial products play in helping clients manage risks.
  • Highly organized and self-motivated individual who can multitask.
  • Solid computer skills, including Microsoft Office.
  • Allstate experience is a plus.
  • Strong communication skills - written, verbal, and listening.
  • Professional appearance and demeanor are a must.


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