Demo

Allstate Customer Service & Sales Agent

Allstate - Skip Ivery
Lebanon, OH Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/1/2025

Job Description

Job Description

SIGN ON BONUSES FOR CURRENTLY LICENSED AGENTS!!!

Our on-site Relationship Manager position (Customer Service Agent) will involve much more than merely answering phones, setting appointments, and processing payments for existing customers. This is not a remote position. Do you like the thrill and satisfaction of cross-selling to existing clients? Our Relationship Managers hold in-depth policy reviews with our clients, make custom-tailored recommendations for proper coverages, cross-sell to existing clients, and additional clerical duties to help increase customer retention and customer satisfaction.

  • All who apply will be emailed a link to an online assessment. You MUST complete the assessment to be considered further for this position.

This position can be a great stepping stone to becoming a sales agent, manager, and even more. You will learn what goes on behind the scenes to be successful and have the opportunity to earn incentive based upon your abilities. Plus, our agency has consistently been in the top 2% of Allstate agents for customer satisfaction and growth. So you'll have a consistent stream of new clients to onboard and cross-sell too, as well as know you're really making an impact on people's lives.

Benefits

Annual Base Salary Commission Bonus Opportunities

Salary Overtime Unlimited Commission & Bonus Opportunities (Monthly & Yearly)

Health Insurance

Supplemental Health Insurance (accident, critical illness, dental, vision, disability, life)

SIMPLE IRA with 3% match

Flexible Hours

Paid Vacation

Insurance discounts

Paid Time Off (PTO)

Flexible Schedule

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Responsibilities

  • Hold annual policy reviews with clients & explain coverages
  • Find & cross-sell bundling opportunities with existing clients
  • Process customer policy change requests / endorsements.
  • Handle all incoming claim calls from customers.
  • Discuss billing & take payments from customers.
  • Provide exceptional customer service.
  • Requirements

  • A Property & Casualty Insurance license is preferred but will train & license the right individual.
  • Must attain Life Insurance License within 90 days of being onboard
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coach able.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Strong work ethic and leadership skills
  • Driven and goal-oriented individual
  • Great Customer Service Skills.
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