What are the responsibilities and job description for the Client Service Specialist position at Allstate Insurance Agency - Brian Rogich?
Benefits:
- 401(k) matching
Explore Career Opportunities at Rogich Insurance Group, an Allstate agency. Are you ready to be part of a team that values your expertise? Rogich Insurance Group, a premier Allstate agency in the Southeastern Wisconsin market, is actively seeking a dedicated individual to join our team. We’re committed to redefining industry standards, providing the highest level of customer service, while fostering a collaborative work environment. If you’re ready to contribute your skills to a forward-thinking agency that invests in your success, explore a career opportunity at Rogich Insurance Group. Your journey towards professional growth and impact starts here.
Here’s just a bit of what you’d do:
As a customer service agent, your primary responsibility is to deliver outstanding service to our insurance policyholders. This is a dynamic role that will include a broad range of tasks including offering appropriate advice and guidance on personal, automobile, homeowners, umbrella, and other insurance products for our existing customers. You will utilize your problem-solving and analytical skills, expertise, and overall depth of insurance knowledge to enhance the customer experience.
Responsibilities:
· Maintain ongoing customer relationships, process client policy changes, and payments.
· Contribute to sales and onboarding of new clients.
· Increase client retention through policy reviews and providing exceptional client communication.
· Develop best practices for client interactions and consistently pursue improvements around the overall client experience.
· Professionally and responsively address customer complaints and requests, escalating to leadership when necessary.
· Engage with customers to maximize value and create strategies to grow the client base.
- Manage and understand various insurance programs, including contract review, captives, or claims made policies.
- Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits.
· Manage client portfolios.
· File and monitor client claims in a timely manner and address and resolve customer requests.
- Perform research and initiate changes/corrections to customer’s policies according to established procedures and sound business judgment.
- Engage in proactive team efforts to achieve departmental and agency goals.
- Demonstrate willingness and ability to learn new functions and other departments when the need arises.
Knowledge, Skills, and Abilities:
- Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, company personnel and team members.
- Must be able to handle a high volume of in-bound and out-bound calls within time standards while maintaining a professional demeanor.
- Knowledge of property casualty coverages and the ability to apply that knowledge in the performance of the job duties.
- High level of organizational ability; able to handle and prioritize multiple tasks.
- Highly analytical and detail orientated with strong critical thinking and problem-solving skills.
- Intermediate MS Office skills required. Proficient personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.
· Confident self-starter with the ability to work both independently and contribute to team objectives.
· Strong organizational skills, attention to detail, and ability to shift gears and multi-task.
· Action-oriented problem solver who thrives in a fast paced and dynamic environment.
· We’re a tight-knit team, so you must be friendly, energetic, enthusiastic, and eager to be part of our collective success.
Qualifications:
· High School Diploma required; college degree preferred.
- 3 years’ Commercial or Property Casualty Insurance experience preferred.
- Ability to work on-site in Franklin, WI during our hours of operation; 8:30 am-5:00 pm Mon-Fri.
- Sales-related experience a plus.
- WI Property and Casualty license preferred. If not currently licensed, must receive a license within 30 days of hire. Cost will be reimbursed after 120 days of active employment.
Why Work for Us:
- We love what we do, and you’ll be working with an amazing, friendly team of professionals. We believe you should love what you do and love who you do it with!
- 2 weeks accrued paid time off 9 paid national holidays per year.
- Licensing and tuition reimbursement.
- 401(k) employer contribution.
- Company sponsored social events.
- Variable compensation/bonus opportunities
Salary range: $48,574 - $77,000 per year
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Salary : $48,574 - $77,000