Customer Service/Inside Sales: Bi-Lingual

Job Description

The Service Agent is under the immediate supervision of the Service Leader and/or Agency Manager to do routine data entry, office work of normal complexity, endorsements, remittance and answer the telephones in accordance with established standards and procedures. Work is expected to be high in quality and accuracy. The Service Agent must have a working knowledge of office routines and requires the exercise of a limited degree of independent judgment and to do related office work as directed. The Service Agent may be exposed to confidential information and therefore is required to adhere to all Allstate corporate and Johnson Insurance Group Inc. Agency privacy requirements. 

Benefits

Paid Time Off (PTO)

Life Insurance

Parental Leave

Hands on Training

Career Growth Opportunities

Retirement Plan

Mon-Fri Schedule

Responsibilities

 Follow the JIG Service Process in every interaction.

 Maintain and organize agency files, both electronic and paper (converting paper to electronic).

 Use eAgent and agency systems to document EVERY interaction with EVERY customer EVERY time.

 Prepare agency solicitation, renewal mailers, and other customer mailers.

 Run weekly and daily audits as directed to work cancellation lists, win-back lists, premium increase lists, other renewal lists, etc.

 Runs and processes additional reports and audits as requested by other members of the team.

 Follow up and complete all trailing documents for new and existing clients.

 Answer incoming calls expeditiously and courteously and direct them to the appropriate person promptly and efficiently.

Greets all customers coming in to the agency in a friendly and helpful manner.

Receives and processes insurance payments.

Receives and processes endorsements in an expeditious and efficient manner. Document everything in eAgent 100% of the time.

Provide and verify general and non-technical information to inquiries over the telephone or in-person.

Believe and LIVE the fact that your role is not to simply give “good service with a smile.” Your role is to get to know your customers, understand what is important to them, give them good advice, and to recommend products and services to protect their family. You are a Trusted Advisor and must deliver that value proposition in every customer interaction. 

Requirements

Strong work ethic and leadership skills.

Strong communication skills, both oral and written.

Ability to tactfully handle stressful and difficult situations.

Bilingual, fluent in both English and Spanish is beneficial.

Ability to identify and solve problems, think critically, and make decisions quickly.