Bilingual Licensed Allstate Customer Service Representative

Inner Circle University

  • Joshua, TX
  • 30+ days ago

    Highlights

    We are looking for a highly detail-oriented insurance professional who already understands the Allstate environment and can confidently support clients while delivering exceptional service and uncovering cross-sell opportunities. The ideal candidate already has Allstate binding authority, agency-side service experience, and a passion for helping customers protect what matters most.

    Numbers & Facts

    LocationJoshua, TX

    Description

    The Angela Warmath Allstate Agency is seeking a seasoned, experienced Bilingual Customer Service Representative to join our growing team. We are looking for a highly detail-oriented insurance professional who already understands the Allstate environment and can confidently support clients while delivering exceptional service and uncovering cross-sell opportunities.


    This is not an entry-level role. The ideal candidate already has Allstate binding authority, agency-side service experience, and a passion for helping customers protect what matters most.


    What Were Looking For


    The ideal candidate is:


    • Fluent in both English and Spanish
    • Experienced with Allstate systems and processes
    • Detail-oriented with strong follow-through
    • Comfortable managing multiple responsibilities in a fast-paced agency environment
    • Skilled at building relationships and providing white-glove customer support
    • Motivated by helping clients while also identifying additional protection needs



    What Success Looks Like

    • Clients feel supported, informed, and cared for
    • Policies are handled accurately and efficiently
    • Reviews consistently uncover additional protection opportunities
    • Follow-up and documentation are completed thoroughly and on time
    • Agency standards and production goals are consistently met



    We offer flexibility based on the right candidate:


    Remote

    Hybrid

    In-office in Joshua, TX


    Why Join Angela Warmath Allstate Agency?


    We are committed to building a strong, customer-focused team that values professionalism, accountability, and exceptional service. If you are an experienced Allstate professional looking for a long-term opportunity where your expertise truly matters, we would love to meet you.


    Benefits

    Paid Time Off (PTO)

    Mon-Fri Schedule

    Career Growth Opportunities


    Responsibilities

    • Customer Service & Policy Support
    • Process policy changes and endorsements
    • Accept and process customer payments
    • Conduct customer policy reviews
    • Maintain accurate documentation and follow-through on all client requests
    • Deliver outstanding customer service while strengthening client relationships
    • Claims & Inspections Support
    • Guide clients through the claims process with empathy and professionalism
    • Explain inspection requirements and timelines to new clients
    • Follow up on inspections and outstanding underwriting items
    • Serve as a trusted point of contact throughout the customer experience
    • Sales & Cross-Selling Expectations
    • Conduct a minimum of 25+ customer policy reviews per month
    • Follow the agencys Asset 360 review conversation model
    • Identify coverage gaps and uncover cross-sell opportunities
    • Write and close a minimum of 10 VC items per month

    Requirements
    • Minimum 1 year of experience working with Allstate
    • Current or previous Allstate binding authority required
    • Bilingual Spanish/English required
    • Agency-side customer service experience required
    • Strong communication and organizational skills
    • Ability to work independently in a remote, hybrid, or office setting

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