Sr Customer Service Insurance Agent

Ted Todd Insurance has proudly been serving Florida since 1986, we are constantly evolving. We focus on modernizing insurance sales and customer service.

With high-end compensation, health and wellness benefits, and a corporate team that is passionate about giving the training and resources that you need.

Along with paid time off and 90 days of on-boarding.

You are positive, energetic, focused, self-motivated, and emotionally resilient. You seek feedback on how to do a better job and offer efficient solutions when problems arise.

You always maintain a client ready appearance. You play well with others, but also have an itch to prove that you’re uniquely talented and have the potential ability to stand above the rest.

You enjoy a fast-paced and open workspace where you are able to collaborate with your co-workers. You understand the value of completing tasks in order, on time and with minimal errors.

You have the ability to understand and navigate different types of software products with ease.

At Ted Todd Insurance, we provide one-of-a-kind service to all our customers. Our priority is measured on doing what is best for the customer and ensuring they have the proper coverage for all their insurance needs.

When you are a part of our team, you’ve joined a group of professionals looking to achieve the best results in the industry.

Job Summary : The Senior Customer Service Insurance Agent plays a critical role in delivering exceptional service to our clients.

This position is responsible for handling complex customer inquiries, resolving issues, and providing expert advice on insurance policies.

The ideal candidate will have extensive experience in the insurance industry, strong problem-solving skills, and a passion for helping customers.

Key Responsibilities :

• Provide exceptional customer service to clients by responding to inquiries, resolving issues, and offering expert advice on insurance products and services.
• Assist clients with policy changes, claims processing, and understanding their coverage options.
• Handle complex and escalated customer service issues, ensuring prompt and satisfactory resolution.
• Maintain up-to-date knowledge of insurance products, industry regulations, and company policies.
• Process policy renewals, endorsements, and cancellations accurately and efficiently.
• Collaborate with other team members and departments to ensure seamless service delivery.
• Conduct policy reviews and recommend appropriate coverage enhancements to clients.
• Mentor and train junior customer service agents, providing guidance and support as needed.
• Utilize CRM systems to document and track customer interactions and service activities.
• Contribute to the development and implementation of customer service policies and procedures.
• Participate in ongoing training and professional development opportunities to enhance skills and knowledge.

Qualifications :

• High school diploma or equivalent; associate's or bachelor’s degree in business, finance, or a related field preferred.
• Minimum of 5 years of experience in the insurance industry, with a focus on customer service.
• Valid insurance license as required by state regulations.
• Strong knowledge of insurance products, including auto, home, life, and health insurance.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Proven problem-solving abilities and a customer-focused mindset.
• Proficiency in using CRM systems and other relevant software.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a team.
• Commitment to ongoing professional development and staying current with industry trends.

Working Conditions :

• Full-time position, Monday through Friday.
• Office environment with occasional remote work opportunities.

Benefits :

• Competitive salary.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with company match.
• Paid time off and holidays.
• Professional development and continuing education opportunities.

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.