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Personal Lines Customer Service Representative

Misty Everette Allstate Agency
Posted 5 months ago, valid for 12 days
Location

Scottsdale, Maricopa 85251, AZ

Salary

$32,000 - $38,400 per year

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Contract type

Full Time

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Sonic Summary

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  • The Personal Lines CSR position at Misty Everette Allstate Agency focuses on maintaining strong customer relationships through effective communication and service regarding personal lines insurance inquiries.
  • Candidates must possess an Arizona insurance license and demonstrate strong customer service skills, including excellent communication and problem-solving abilities.
  • Responsibilities include answering customer calls, processing claims, quoting new business, and managing policy renewals while ensuring customer satisfaction.
  • The role requires attention to detail, organizational skills, and proficiency in technology to efficiently handle customer interactions and record keeping.
  • The position offers competitive pay, professional development opportunities, and job stability in a growing industry, with a preference for candidates with at least 1-2 years of experience.
Job Description
The Personal Lines CSR at Misty Everette Allstate Agency is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
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
Qualifications
  • Obtain or possess insurance license required by Arizona. 
  • 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. 
Benefits/Perks
 
  • Competitive Pay 
  • Professional Development
  • Job Stability in a growing industry
 
 
 
 



Becoming an Insurance Professional


Insurance Professionals go by many names: Brokers, Underwriters, Claims Representatives, Adjusters, Actuaries, etc. No matter the name, what they all have in common is a calling to help prepare people for the future.

NAPAA members understand the value of customers. They recognize that treating customers fairly and honestly is the only way to enjoy lasting success. Consumers can take comfort in knowing that, in terms of the qualities they seek in an insurance agent, NAPAA member agents are among the best there are. 

As there is an upcoming worker shortage in the Insurance industry, the demand for Insurance Professionals is growing every day! Is this career right for you?

 


This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of the agency. All inquiries about employment at this agency should be made directly to the agency location, and not to NAPAA.




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