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Insurance Customer Service Account Manager

Allstate Agency of Jared Burns-Coffin

Walnut Creek, CA

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JOB DETAILS
SKILLS
Business Growth, Calendar Management, Communication Skills, Customer Experience, Customer Relations, Customer Service Management, Customer Training, Dental Insurance, Field Sales, Health Insurance, Health Plan, Inside Sales, Insurance, Insurance Sales, Marketing, Multitasking, Needs Assessment, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Retail Sales, Risk Management, Sales, Sales Prospecting, Telemarketing, Time Management, Training/Teaching, Vision Plan, Writing Skills
LOCATION
Walnut Creek, CA
POSTED
30+ days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

Are you looking for a meaningful career in a local business that has a national brand people recognize and trust? 

Successful Allstate Agency Owner Jared Burns-Coffin is seeking a qualified professional to join their winning team for the role of Insurance Customer Service Account Manager. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.


Responsibilities


  • Establish customer relationships and follow up with customers, as needed
  • Use a customer-focused, needs-based review process to educate customers about insurance options
  • Work with the agent to establish and meet marketing goals
  • Schedule appointments, identify customer needs, and market appropriate products and services
  • Educate prospective customers on how to protect their families and assets by offering Allstate products
  • Proactive outbound approach to service existing client accounts and perform policy reviews
  • Maintain a strong work ethic with a total commitment to success each and every day
As an Agent Team Member, you will receive...


  • 401K with match
  • Hourly pay plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Comprehensive on the job training (get paid to learn!)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency
  • Opportunity for growth at Allstate Corporation
Requirements


  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal and listening
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • People-oriented
  • Organizational skills
  • Self-motivated
  • Proactive in problem solving
  • Dedicated to providing a professional customer experience
  • Pride in getting work done accurately and timely
  • Ability to multi-task
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
  • Office hours are Monday - Friday 8:30am to 5:30pm (with some evening and weekend appts)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

Good Work. Good Life. Good Hands®
The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo, and shape the future for the greater good.
 
Everything we do at Allstate is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. For 89 years, we've thrived by staying a step ahead of whatever's coming next – to give customers peace of mind no matter what changes they face. We are the Good Hands. We don't follow the trends. We set them.
 

About the Company

A

Allstate Agency of Jared Burns-Coffin

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