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National Association of Professional Allstate Agents, Inc. · 3 months ago

Personal Lines Customer Service Representative

Scottsdale, AZ

Part-time

Onsite

New Grad, Entry Level

National Association of Professional Allstate Agents, Inc. is seeking a Personal Lines Customer Service Representative for the Misty Everette Allstate Agency. The role involves maintaining customer relationships by addressing inquiries and concerns related to personal lines insurance coverage, while performing various service and marketing activities.

AdviceConsultingInsurance

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

Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system

Qualification

Insurance licenseTechnology proficiencyCustomer focusCommunication skillsProblem-solvingMulti-taskingAttention to detailTime management

Required

Obtain or possess insurance license required by Arizona

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