Insurance Office Customer Service Rep / Administrator

“High Achieving Allstate Office - Collaborative team looking for a customer service representative and office administrator with great people skills and work discipline.”

For this position we are open to a full-time or part-time employee.

Are you a natural self-starter who enjoys working with people? Whether you have insurance experience or not this is an excellent position to learn the ropes from a welcoming team of insurance professionals, and could provide a great opportunity for anyone with customer service skills and a desire to excel to start their way on an exciting career path with all the training provided.

Our family owned and operated Allstate office in San Carlos has been here for 40 years. We have deep relationships with our clients and work every day to help them do the best job they can do to protect themselves from everyday risk. We have been honored twice with the Agency Achievement Award (given by Allstate to one agency in CA) as well as Best In Company in 2016 (an award given by Allstate to only one agency in the country). You will be able to learn and become a part of one the best!

Here are some of the benefits of becoming a part of our sales and customer account management team here at Ray Sullivan's Allstate Agency:

·         Training – You’ll receive a thorough training to learn about Allstate insurance and the systems that we use. So, whether you are well-versed in insurance or not, we will give you the tools to succeed. The most important part is that you enjoy interpersonal relationships, genuinely want to help people, and have the capacity and desire to learn what you don't know.

·         Compensation – Competitive base salary and bonus platform with eligibility of annual merit increase.

·         Paid time off – We offer a competitive package of paid time off, both for vacation and sick time.

·         Collaborative environment – Our family office will value your contribution to providing exceptional service to our members, and we are all committed to helping each other grow as well.

·         Be a part of the best – Our office has been the top Allstate office in CA twice in the last ten years and ranked the top office in the country in 2016.

·         Location – Conveniently located in the heart of downtown San Carlos’ beautiful restaurant district, one block from Caltrain.

Responsibilities will include:

·         Customer service – Your primary role will be working with our customers on their insurance needs, from adding cars to their policy to reviewing billing questions. A good disposition and ability to multi-task are essential. There is plenty of room for growth in our agency.

·         Maintaining client relationships – Reviewing current policies with current customers to ensure they are happy with their experience and policy form our office.

·         Preparing insurance documents  – Producing insurance certificates for our customers and mortgage companies.

·         Identify insurance gaps and offering solutions – As an account representative, a large role will be educating clients on the coverage that they have, as well as what coverage they don't have. This requires effective communication to both learn about the clients as well as a willingness to learn and become proficient in the product offerings we have to offer as solutions.

·         Follow Up – Whether it is reviewing renewals, following up with a new client during on-boarding, or reaching out to prospect new clients, follow up is an important part of the job.

Our ideal candidate will meet as many of these requirements as possible:

·         Strong motivation and desire to succeed – This is a fast-paced and high-achieving office, so we need a customer service representative who is self-motivated to take care of business quickly and efficiently. You will be expected to make outbound service and prospecting calls to both existing and prospective customers.

·         Good communication skills – Both over the phone and through email, someone that is a pleasant, effective communicator will thrive in our office. If you enjoy talking to people this is the job for you!

·         Experience with Computers – You'll receive training on the Allstate specific programs, but having good working knowledge of email, Word, Office, and computers in general is important.

·         Genuine desire to be helpful - Both with clients and as a part of the sales and customer service team in our office, we are looking for someone that derives satisfaction from making things better for the people around them. Our team members are also this way, and the more the team shares this characteristic the better.

·         Friendly, positive demeanor – Being that we are interacting with clients every day who have options of where to carry their insurance, someone who can help enhance the customer experience with a positive agent experience is a must.

·         Trustworthy, dependable, ethical – Any team needs people they can trust and depend on, and this is certainly a core competency with us. We take pride in doing the right thing for people every day.

·         Insurance experience is a plus – Ideal Candidate will have experience working in the insurance industry. However anyone with good customer service skills and a willingness to learn is welcome to apply!

·         Fluency in Spanish is a plus – We have a growing Spanish speaking clientele, so ability to communicate in Spanish is preferred.

If you read this and it resonates with you, and you feel like you would be a good fit with us and are motivate to succeed, please reach out and submit your resume to us and we will be in touch shortly. We are excited to add a strong team member, and hope that it is you!

About Ray Sullivan Allstate Insurance Agency:

Ray Sullivan Insurance Agency is a family owned an operated Allstate Insurance office that has been servicing the San Carlos community for 40 years.