Job Description
SIGN ON BONUSES FOR CURRENTLY LICENSED AGENTS!
About Us:
We are a high-performing and customer-focused insurance agency, consistently ranked in the top 2% of Allstate agents for customer satisfaction and growth. Our mission is to help individuals, families, and small businesses protect and grow their assets while providing exceptional service.
Position Overview:
Our on-site Relationship Manager position (Customer Service Agent) is more than just answering phones, setting appointments, and processing payments. This is an engaging and rewarding role that involves conducting in-depth policy reviews, making tailored recommendations, and cross-selling to existing clients. If you thrive on building relationships, educating clients, and maximizing sales opportunities, this is the perfect career move for you!
Important: All applicants will receive a link to a quick online assessment, which must be completed to be considered for this position.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Salary + Overtime + Unlimited Commission & Bonus Opportunities (Monthly & Yearly)
Health Insurance
Supplemental Health Insurance (accident, critical illness, dental, vision, disability, life)
SIMPLE IRA with 3% match
Flexible Hours
Paid Vacation
Insurance discounts
Paid Time Off (PTO)
Flexible Schedule
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Responsibilities
Conduct annual policy reviews with clients and onboarding policy reviews with new clients, ensuring they have proper coverage and offering additional services and policies.
Identify and cross-sell bundling opportunities for home, auto, and life insurance.
Process customer policy change requests and endorsements accurately.
Handle incoming claims calls and assist customers with their claims process.
Discuss billing concerns and accept customer payments.
Provide exceptional customer service, ensuring high retention and satisfaction with offering additional policies.
Multitask effectively to handle client communications via phone, email, text, and voicemail.
What We Offer:
Competitive salary + commission + incentives based on your performance.
Clear career advancement opportunitiesgrow into a sales agent, manager, or more!
A steady flow of new clients to onboard and cross-sell.
Comprehensive training & coaching (including licensing) to help you succeed.
A dynamic team environment that rewards hard work and dedication.
Requirements
A Property & Casualty Insurance license is preferred, but we will license and train and license the right candidate.
Must also obtain a Life Insurance License within 90 days of onboarding.
Positive, enthusiastic, and coachable attitude.
Strong customer service, sales, and communication skills.
Ability to multitask, follow through, and follow up effectively.
Goal-oriented and self-driven with leadership potential.
Must be able to work on-sitethis is not a remote position.
THIS IS THE CAREER MOVE YOU WILL BE GLAD YOU MADE!
Full-time