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    Customer Service/Retention Specialist - Cerritos, United States - Allstate Insurance

    Allstate Insurance
    Allstate Insurance Cerritos, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Cerritos insurance agency today Our reputable, award winning insurance agency of 36+ years is looking for an exceptional insurance personal lines customer service representative to join our team. We are a high pace office so your day will go by quickly. At Allstate Insurance we pride ourselves on our outstanding insurance products and customer service.


    Benefits

    Annual Base Salary + Commission + Bonus Opportunities

    Evenings Off

    Mon-Fri Schedule

    Hands on Training

    Retirement Plan

    Health Insurance Allowance

    Paid Time Off (PTO)


    Responsibilities
    • Process customer policy change requests.
    • Understand billing and retention processes
    • Call current customers regarding payment issues
    • Call customers to discuss policy chnges
    • Secure all Trailing Documents from customers.
    • Handle all incoming claim calls from customers.
    • Complete Evidence of Insurance requests.
    • Document each customer contact in eAgent.
    • Take premium payments from customers.
    • Ask each customer for referrals and explain our referral program.
    • Treat each customer contact as a cross and up-sell opportunity including financial products.
    • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
    • Answer incoming phone calls on the first ring.
    • Return all phone messages promptly.
    • Thoroughly understand and follow all underwriting, rating and compliance requirements.
    • Maintain knowledge of new products.
    • Provide exceptional customer service.
    • Maintain client relationships with follow up phone calls.
    • Informs customers of promotions and new or upgraded products using prepared scripts.
    • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
    • Provide customers with additional information about new products and services.
    • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
    • Assess and identify the wants and needs of your customer(s) over the phone
    • Uphold the wants and needs of your customers
    • Educate clients on the insurance policies that best suit their needs
    • Provide policies to new clients and explain benefits/risks of the policy

    Requirements
    • Bilingual (Spanish) preferred but not required.
    • Personal Lines or Property and Casualty license (required within 45 days of hiring)
    • The ability to multitask and understand complex billing issues.
    • Phone skills and the ability take care of our valuable customers.

    Agency operates as CFJ Insurance Agency, Inc. and represents Allstate Insurance.

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