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Insurance Service Advisor

2 months ago


Erie, Pennsylvania, United States Allstate Insurance: The Walling Agency Full time
Position Overview

We are experiencing significant growth at Allstate Insurance: The Walling Agency and are eager to welcome a dedicated individual to our team. This is a full-time opportunity for a Customer Service Representative who will play a vital role in delivering outstanding service to both existing clients and potential customers.

While prior experience in the insurance sector is not mandatory, it can enhance your ability to connect with clients from the outset.

**Candidates will receive a link to an online assessment upon application. Completion of this assessment is essential for further consideration.**

PLEASE NOTE: This position is not available for remote work.


Compensation and Benefits

Competitive Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance Coverage

Health Insurance Benefits

Opportunities for Career Advancement


Key Responsibilities
  • Manage customer requests for policy modifications.
  • Follow up with clients regarding necessary documentation.
  • Process requests for Evidence of Insurance.
  • Welcome all clients entering the office with a friendly demeanor.
  • Build and maintain strong relationships with clients to ensure high retention rates and loyalty to our products.
  • Present and clarify insurance policy options tailored to the needs and goals of prospective clients.
  • Review client policies to confirm they are receiving all applicable discounts and adequate coverage.
  • Schedule appointments for clients to discuss their life insurance and retirement plans with our financial expert.

Qualifications
  • Exhibit a positive, enthusiastic, and proactive attitude.
  • Self-motivated individual who thrives when working independently.
  • Exceptional customer service abilities.
  • Goal-oriented and driven professional.
  • Capable of managing stressful and challenging situations with tact.