Customer Service Representative

Overview

Customer Service Representative role at National Association of Professional Allstate Agents, Inc. The CSR is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales. The CSR maintains solid customer relationships by handling inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

• Identify, qualify, and develop 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 partner, network, and plan for new clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain continuing education and participate in ongoing education; stay informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Review client audits, verify and facilitate corrections as needed and maintain accounts receivable and billing.

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, or comparable work experience.
• Possess a valid driver’s license and/or a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• 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 proficiency with technology and agency management systems.

• Competitive Pay + Commissions and Bonuses
• Professional Development
• Job Stability in a growing industry
• Compensation: $45,000.00 - $65,000.00 per year
• Becoming an Insurance Professional:
  Insurance Professionals go by many names. They share a calling to help prepare people for the future.
• NAPAA members understand the value of customers and treat customers fairly and honestly for lasting success.

Agency is independently owned and operated. Your application will go directly to the agency; all hiring decisions are made by the agency management. Inquiries should be made directly to the agency location, not to NAPAA.