Apply on Employer Site

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

Personal Lines Customer Service Representative Bilingual Spanish

Norwalk, CT

Full-time

Onsite

Entry, Mid Level

$35K/yr - $35K/yr

2+ years exp

National Association of Professional Allstate Agents, Inc. is seeking a Personal Lines Customer Service Representative who will be responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns. The role involves interacting with customers, insurance carriers, and fellow employees while conducting 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 licensePersonal lines insuranceCustomer serviceAgency management systemsBilingual SpanishCommunication skillsProblem-solvingAttention to detailTime management

Required

Hold the insurance license required by your state and have a minimum of two years personal lines insurance account management experience as well as hold a Bachelor's Degree or comparable work experience

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects

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 including agency management systems