Customer Service/Retention Specialist

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Cerritos insurance agency today! Our reputable, award winning insurance agency of 36+ years is looking for an exceptional insurance personal lines customer service representative to join our team. We are a high pace office so your day will go by quickly. At Allstate Insurance we pride ourselves on our outstanding insurance products and customer service.

Annual Base Salary + Commission + Bonus Opportunities

Evenings Off

Mon-Fri Schedule

Hands on Training

Retirement Plan

Health Insurance Allowance

Paid Time Off (PTO)

• Process customer policy change requests.
• Understand billing and retention processes
• Call current customers regarding payment issues
• Call customers to discuss policy chnges
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• 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.
• Provide exceptional customer service.
• Maintain client relationships with follow up phone calls.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of your customer(s) over the phone
• Uphold the wants and needs of your customers
• Educate clients on the insurance policies that best suit their needs
• Provide policies to new clients and explain benefits/risks of the policy

• Bilingual (Spanish) preferred but not required.
• Personal Lines or Property and Casualty license (required within 45 days of hiring)
• The ability to multitask and understand complex billing issues.
• Phone skills and the ability take care of our valuable customers.

Agency operates as CFJ Insurance Agency, Inc. and represents Allstate Insurance.