Client Service Specialist

Benefits :

401(k) matching

Explore Career Opportunities at Rogich Insurance Group, an Allstate agency . Are you ready to be part of a team that values your expertise?

Rogich Insurance Group, a premier Allstate agency in the Southeastern Wisconsin market, is actively seeking a dedicated individual to join our team.

We’re committed to redefining industry standards, providing the highest level of customer service, while fostering a collaborative work environment.

If you’re ready to contribute your skills to a forward-thinking agency that invests in your success, explore a career opportunity at Rogich Insurance Group.

Your journey towards professional growth and impact starts here.

Here’s just a bit of what you’d do :

As a customer service agent, your primary responsibility is to deliver outstanding service to our insurance policyholders.

This is a dynamic role that will include a broad range of tasks including offering appropriate advice and guidance on personal, automobile, homeowners, umbrella, and other insurance products for our existing customers.

You will utilize your problem-solving and analytical skills, expertise, and overall depth of insurance knowledge to enhance the customer experience.

Responsibilities :

• Maintain ongoing customer relationships, process client policy changes, and payments.
• Contribute to sales and onboarding of new clients.
• Increase client retention through policy reviews and providing exceptional client communication.
• Develop best practices for client interactions and consistently pursue improvements around the overall client experience.
• Professionally and responsively address customer complaints and requests, escalating to leadership when necessary.
• Engage with customers to maximize value and create strategies to grow the client base.
• Manage and understand various insurance programs, including contract review, captives, or claims made policies.
• Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits.
• Manage client portfolios.
• File and monitor client claims in a timely manner and address and resolve customer requests.
• Perform research and initiate changes / corrections to customer’s policies according to established procedures and sound business judgment.
• Engage in proactive team efforts to achieve departmental and agency goals.
• Demonstrate willingness and ability to learn new functions and other departments when the need arises.

Knowledge, Skills, and Abilities :

• Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, company personnel and team members.
• Must be able to handle a high volume of in-bound and out-bound calls within time standards while maintaining a professional demeanor.
• Knowledge of property casualty coverages and the ability to apply that knowledge in the performance of the job duties.
• High level of organizational ability; able to handle and prioritize multiple tasks.
• Highly analytical and detail orientated with strong critical thinking and problem-solving skills.
• Intermediate MS Office skills required. Proficient personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.
• Confident self-starter with the ability to work both independently and contribute to team objectives.
• Strong organizational skills, attention to detail, and ability to shift gears and multi-task.
• Action-oriented problem solver who thrives in a fast paced and dynamic environment.
• We’re a tight-knit team, so you must be friendly, energetic, enthusiastic, and eager to be part of our collective success.

Qualifications :

• High School Diploma required; college degree preferred.
• 3+ years’ Commercial or Property Casualty Insurance experience preferred.
• Ability to work on-site in Franklin, WI during our hours of operation; 8 : 30 am-5 : 00 pm Mon-Fri.
• Sales-related experience a plus.
• WI Property and Casualty license preferred. If not currently licensed, must receive a license within 30 days of hire. Cost will be reimbursed after 120 days of active employment.

Why Work for Us :

• We love what we do, and you’ll be working with an amazing, friendly team of professionals. We believe you should love what you do and love who you do it with!
• 2 weeks accrued paid time off + 9 paid national holidays per year.
• Licensing and tuition reimbursement.
• 401(k) employer contribution.
• Company sponsored social events.
• Variable compensation / bonus opportunities

Salary range : $48,574 - $77,000 per year

The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors.

2021 Allstate Insurance Co.