Customer Relationship Insurance Specialist

6 days ago


Cary, North Carolina, United States Alphin Insurance - Allstate Full time
Job Overview

The John Alphin Allstate Agency is seeking a licensed professional to build strong relationships with our clients and help them protect their assets. As a Customer Relationship Insurance Specialist, you will be the primary point of contact for our clients, providing exceptional service and ensuring their needs are met.

This role requires a strong understanding of property and casualty insurance products, as well as excellent communication and interpersonal skills. You will work closely with our sales team to identify opportunities for cross-selling and upselling, and provide expert advice to clients on coverage options.

We are looking for a motivated and customer-focused individual who can work effectively in a fast-paced environment and prioritize multiple tasks simultaneously.

About the Role

This is a full-time position working Monday through Friday, with evenings off. The salary range for this position is $35,000 - $50,000 per year, plus commission and bonus opportunities. Our comprehensive benefits package includes annual base salary, paid time off, hands-on training, and career growth opportunities.

We strive to create a positive and supportive work environment that values work-life balance and encourages collaboration and teamwork.

Responsibilities
  • Provide exceptional customer service to clients via phone, email, or in-person interactions.
  • Assist clients with service-related tasks, including policy changes, billing questions, and claims processing.
  • Manage the new client on-boarding process, ensuring compliance documents are completed and filed properly.
  • Deepen existing relationships through policy reviews and cross-selling.
  • Collaborate with the sales team to identify opportunities for upselling and cross-selling.
Requirements
  • Active and valid NC Property & Casualty Insurance License required.
  • Minimum 1 year experience in a customer service capacity in the P&C insurance industry.
  • Strong knowledge of insurance products, coverage types, and industry regulations.
  • Excellent verbal and written communication skills.
  • Friendly, energetic, caring, and compassionate demeanor.
  • Able to multitask, prioritize, and manage time effectively in a fast-paced environment.
  • Strong problem-solving skills and attention to detail.
  • Proficient with computers and standard office software, including customer management systems.


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