Licensed Customer Service Representative

Job Description

Job Description

Join the dynamic team at Allstate - Lucy Florveus as a Licensed Insurance Sales Producer in Norcross, Georgia! We are a thriving insurance agency committed to providing exceptional service and personalized solutions to our clients. Our focus is to create an inviting and positive environment where our team members can excel and make a significant impact in the community. As a Licensed Insurance Sales Producer, you will play a crucial role in understanding our clients' needs and guiding them toward the best insurance solutions. Your expertise and dedication will be instrumental in fostering long-term relationships with our valued clients. If you are passionate about making a difference and eager to contribute to a supportive and growth-oriented team, this is the opportunity for you. Take the next step in your career and apply today!

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Flexible Schedule

Dental Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Vision Insurance

Responsibilities

Client Engagement : Connect with current and potential clients in a personable manner, addressing their insurance needs and offering tailored solutions.

Product Knowledge : Stay well-versed in Allstate's array of insurance products to effectively answer queries and provide recommendations.

Lead Generation : Proactively reach out to prospective clients through various channels to generate new business opportunities.

Policy Customization : Analyze clients' needs to design and offer insurance plans that fit their unique requirements.

Achievement of Sales Goals : Meet or exceed individual and company sales targets through strategic planning and execution.

Relationship Management : Build and nurture long-term relationships with clients to ensure repeat business and referrals.

Compliance : Ensure all sales activities comply with insurance regulations and company policies.

Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Complete Evidence of Insurance requests.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Answer incoming phone calls on the first ring.

Return all phone messages promptly.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Maintain knowledge of new products and services.

Generating insurance quotes.

Provide exceptional customer service and support.

Be outstanding at relationship building.

Develop and maintain client relationships.

Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.

Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

Presents and explains insurance policy options based upon prospective client needs and their personalgoals.

Provide customers with additional information about new products and services.

Work independently and as part of a team.

Handle customer renewals.

Requirements

Licensing : Must possess a valid Georgia Property & Casualty Insurance License.

Experience : Proven experience in insurance sales or a related customer service field is highly valued.

Communication : Demonstrated excellence in verbal and written communication skills.

Customer-Centric : Strong commitment to providing outstanding personal service and building lasting client relationships.

Driven : Highly motivated with a strong desire to meet and exceed sales targets.

Detail-Oriented : Excellent organizational skills with keen attention to detail.

Tech-Savvy : Competent in utilizing CRM systems and other digital sales tools.

Adaptability : Ability to thrive in a dynamic environment and handle multiple tasks simultaneously.

Professional Attitude : Uphold a high level of professionalism in appearance and attitude.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Be a fantastic presenter.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication / interpersonal skills.

Confident, self-starter who works well independently.

Must have ability to multi-task.

Must be highly self-motivated.

Career minded vision.

Excellent Spelling and Grammar skills.

Great Customer Service Skills.

Problem-Solving Capabilities.

A Property & Casualty insurance license is required.

Strong work ethic and leadership skills.

Driven and goal-oriented individual.

Be capable of handling customer rejection.

Strong communication and negotiation skills.

Be equipped with great listening and closing skills.

Bilingual, fluent in both English and Spanish is beneficial.

Enthusiasm, optimism, and a willingness to see the good in every situation.

Commitment to excellence, willingness to work hard, and willingness to go the extra mile.

Ability to lead and motivate others, set a good example, and inspire others.

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