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Customer Service Representative
Catherine Davis Allstate Insurance

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Customer Service Representative
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Catherine Davis Allstate Insurance
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Job Summary

$40k-50k per year + Tips/Bonus
Job Type
Job Last Posted
Job posted 14 hours ago
Job Role
Customer Success, Customer Services
Job Schedule

Job Description

The position is for a client service representative. Full benefits, salary range is $30,000 - $40,000 with additional bonuses. Total annual comp range from $40,000-$50,000.

Here’s a summary of the position:

  • Handle client inquiries about existing insurance policies
  • Cross sell and upsell existing clients with other products
  • Discuss insurance coverage and add other coverages when appropriate
  • Conduct policy reviews with clients
  • Answer claim questions and monitor claims activity to ensure a positive customer experience, as well as agency profitability
  • Make changes on client policies as requested
  • Answer phones
  • Take payments
  • Cross sell life and retirement products and refer to our financial specialist
  • Identify gaps in coverages and offer/explain to clients to add to their policies
  • Keep records of customer interactions and transactions completed by recording the details of inquiries, complaints, comments and actions taken
  • Handle and diffuse difficult and/or complex customer interactions in a professional manner

What we are looking for:

  • Able to meet individual performance metrics and goals
  • Able to successfully juggle multiple priorities at any given time
  • Maintain accurate and descriptive accounts of all customer interactions
  • Possess outstanding written and verbal communication skills (we do a lot of emails)
  • Be able to work with a team and accept feedback/coaching
  • Property and Casualty Insurance license – must obtain upon job offer


Business Overview

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