Insurance Office Customer Service Rep / Administrator

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!

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Flexible Schedule

Evenings Off

Mon-Fri Schedule

Hands on Training

Great location

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

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.

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.