Insurance Customer Experience Representative jobs in United States
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National Association of Professional Allstate Agents, Inc. · 5 months ago

Insurance Customer Experience Representative

National Association of Professional Allstate Agents, Inc. is seeking a Customer Experience Representative at Jeff Beck Allstate Agency, responsible for maintaining and maximizing profitable relationships with personal lines clients and growing the book of business through new client sales. The role involves interacting with customers and prospects via various communication channels and providing excellent customer service.

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Responsibilities

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs
Actively prospect and solicit increases in existing client coverage as well as network for new clients, including win backs
Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates
Foster and maintain excellent relationships with customers and prospects through regular follow up, timely quotations, and general account support
Support and prepare clients for renewal and retention, and maintain strong client relationships
Anticipate, respond to, and follow up on all existing client needs

Qualification

California Personal Lines LicenseCustomer-focusedOrganizational skillsDecision-makingTeam environmentTechnology proficiencyTime managementCommunication skills

Required

Obtain and maintain a California Personal Lines or Property/Casualty Broker Agent license
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills
Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems

Benefits

Competitive Pay
Professional Development
Job Stability in a growing industry
Fully paid health insurance
Retirement savings

Company

National Association of Professional Allstate Agents, Inc.

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The National Association of Professional Allstate Agents, Inc.

Funding

Current Stage
Early Stage
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