Allstate Customer Service Agent - Westerville
1 month ago

Job summary
This is an engaging and rewarding role that involves conducting in-depth policy reviews making tailored recommendations and cross-selling to existing clients.Responsibilities
- Conduct annual policy reviews with clients and onboarding policy reviews with new clients ensuring they have proper coverage and offering additional services and policies.
- Identify and cross-sell bundling opportunities for home auto and life insurance.
- Process customer policy change requests and endorsements accurately.
Job description
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