Customer Service & Client Specialist

Job Description

Alfa Insurance – The McKinnell Agency

Position Title: Customer Service & Client Specialist
Location: Mobile, AL 36618

Must currently hold, or be willing to obtain (within 60-days of hire), an active Alabama Property & Casualty (P&C) Producer Insurance License as a condition of employment

The Customer Service & Client Specialist is responsible for delivering exceptional service to existing clients by managing accounts, processing policy changes, answering customer inquiries, and building long-term relationships. This role focuses on client satisfaction, account retention, and identifying opportunities to meet customers' insurance needs.

• Provide outstanding customer service by assisting clients with policy questions, changes, renewals, and billing inquiries.
• Build and maintain strong client relationships through proactive communication and follow-up.
• Process policy updates and maintain accurate customer records.
• Collaborate with insurance carriers to resolve client issues efficiently.
• Identify opportunities to recommend additional coverage based on customer needs.
• Support daily agency operations while ensuring compliance with company procedures.

• Active Alabama Property & Casualty (P&C) Producer License, or willing to obtain one within 60 days of hire.
• High school diploma or equivalent required.
• Customer service or insurance experience preferred.
• Strong communication, organization, and problem-solving skills.
• Proficient with computers and insurance management systems is a plus.

• Base Salary: $35,000 - $45,000 (based on experience)
• Multiple opportunities for commission and bonuses as part of our incentive program
• BCBS of Alabama Health Insurance offered (employer pays portion)
• Employer paid dental and vision insurance
• Annual Thanksgiving bonus
• 20 days of PTO
• $500 Well-being subsidy (offered annually)
• Opportunities for advancement and professional development