Customer Service Representative

The Miles Agency - Allstate Insurance

Lexington, SC

JOB DETAILS
SKILLS
Background Investigation, Communication Skills, Cross-Selling, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Establish Priorities, Exceeded Sales Goal, Inside Sales, Insurance, Lead Generation, Maintenance Services, Needs Assessment, Organizational Skills, Product Demonstration, Record Keeping, Sales, Sales Closing Skills, Team Player, Time Management, Training/Teaching
LOCATION
Lexington, SC
POSTED
30+ days ago
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

Job Description:
We are a high-producing Allstate Insurance agency looking for an enthusiastic, organized, and motivated team player who can handle both customer service and inside sales responsibilities. Our fast-paced environment requires someone who can deliver exceptional client experiences while also driving growth through cross-selling, win-back opportunities, and lead generation.


Key Responsibilities:
  • Handle inbound and outbound calls in a professional, timely manner.
  • Build strong relationships and trust with customers through open, interactive communication.
  • Provide prompt, accurate, and friendly service, including policy changes, billing clarification, coverage questions, and proof of insurance.
  • Conduct mini-reviews with existing customers to ensure adequate coverage and uncover cross-sell opportunities.
  • Assist with payments, endorsements, and service requests.
  • Schedule and conduct insurance reviews to identify additional protection needs.
  • Meet and exceed sales goals through cross-selling, lead follow-up, and win-back efforts.
  • Present and explain policy options based on customer needs and goals.
  • Ask for referrals during every customer interaction.
  • Keep accurate records of all customer interactions and follow-up tasks.
  • Demonstrate strong product knowledge and stay current with evolving Allstate offerings.
Qualifications:
  • Active South Carolina Property & Casualty License.
  • Minimum 1 year of customer service experience; sales experience preferred.
  • Strong phone communication and active listening skills.
  • Ability to adapt to different personalities and customer needs.
  • Highly self-motivated, organized, and able to prioritize effectively in a fast-paced environment.
  • Professional, positive attitude with a genuine desire to help others.
  • Comfortable working with CRM systems and office software.
  • Ability to pass a criminal background check.
What We Offer:
  • Competitive base salary plus commission and bonus opportunities.
  • Paid training and ongoing professional development.
  • A supportive, team-oriented environment.
  • Opportunity to help protect your community while building a rewarding career.

About the Company

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The Miles Agency - Allstate Insurance