Claims Processing, Communication Skills, Cross-Selling, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Documentation, English Language, Follow Through, Insurance, Model Review, Multilingual, Needs Assessment, Organizational Skills, Sales, Service Delivery, Spanish Language, Time Management, Underwriting
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.
BenefitsPaid 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