Insurance Customer Experience Representative
Full Time • Elk Grove
Job Description
The Customer Experience Representative at Jeff Beck Allstate Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.
Opportunity:
Opportunity:
- Start or continue a career with long term growth potential. Throughout the last year, insurance was considered an essential business and our business did not slow down.
- Work in a small office environment interacting with our customers and prospects via phone, email, text and in person.
- Our customers appreciate what we can do for them by providing and servicing their insurance needs. You can be a part of this.
- Earn a competitive base salary, monthly and annual bonuses, PTO, fully paid health insurance and retirement savings.
- Ongoing training.
Responsibilities:
- Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
- Actively prospect and solicit increases in existing client coverage as well as network for new clients, including win backs.
- Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
- Foster and maintain excellent relationships with customers and prospects through regular follow up, timely quotations, and general account support.
- Support and prepare clients for renewal and retention, and maintain strong client relationships.
- Anticipate, respond to, and follow up on all existing client needs.
Qualifications:
- Obtain and maintain a California Personal Lines or Property/Casualty Broker Agent license.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.
Benefits/Perks:
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Compensation: $18.00 - $20.00 per hour
Becoming an Insurance Professional
Insurance Professionals go by many names: Brokers, Agents, Underwriters, Claims Representatives, Adjusters, etc. No matter the name, what they all have in common is a calling to help prepare people for the future.
Here at Jeff Beck's Allstate Agency in Elk Grove, CA, we have, for over 17 years, been serving our customers in Elk Grove, Sacramento, the surrounding areas and across the state. We help our customers manage risk by insuring their cars, homes, personal property, motorcycles, boats, small businesses and their family's financial future.
As a member of our team you will work with our customers and the insurance companies we represent to provide excellent customer service.
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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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)