Administrative Skills, Communication Skills, Customer Relations, Customer Service Management, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Financial Services, Health Insurance, Insurance, Interpersonal Skills, Leadership, Organizational Skills, Record Keeping, Retail Banking, Sales Management, Team Player, Time Management
- 401(k)
- Bonus based on performance
- Health insurance
- Paid time off
- Opportunity for advancement
Position Overview:
A growing Allstate agency is looking for a motivated and customer-focused Customer Service Representative/Account Manager to join our team. This role is ideal for someone who enjoys helping people, building relationships, and being part of a supportive team environment.
As a Customer Account Representative, you will assist customers with their insurance needs, help maintain strong client relationships, and support the day-to-day operations of the agency. This position offers an excellent opportunity to learn the insurance industry, develop valuable professional skills, and explore future career paths within the agency.
Whether you come from customer service, retail, banking, hospitality, or another people-focused background, we welcome individuals who are positive, dependable, and eager to grow.
Responsibilities:
- Assist customers with questions about their policies and coverage
- Provide excellent service through phone, email, and in-person interactions
- Help customers review their insurance needs and identify appropriate coverage options
- Support the agency team with administrative and operational tasks
- Maintain accurate client records and documentation
- Build strong relationships with new and existing customers
- Participate in training and professional development opportunities
Requirements:
- Strong communication and interpersonal skills
- Customer service experience preferred but not required
- Organized and detail-oriented with good time management skills
- Comfortable learning new systems and technology
- Positive attitude and willingness to learn
- Ability to work in a team-focused environment
Preferred Qualifications:
- Prior experience in customer service, retail, banking, hospitality, or insurance
- Willingness in obtaining insurance licenses (if not already licensed)
What We Offer:
- Competitive compensation
- Training and development within the insurance industry
- Supportive and team-oriented office culture
- Opportunities for advancement within the agency, or into your own agency
This position can be a great starting point for individuals interested in building a long-term career in the insurance and financial services industry, with potential opportunities for growth and leadership.
Base hourly wage dependent on experience. Bonus/commission opportunities also available.
R
Rone and Associates - Allstate Insurance