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Customer Service Representative
Lee Matthews Agency, Inc.
Gainesville, USA
Full-time
Entry
Onsite
USD 55000-75000 yearly / year
Discovered 1 weeks ago
Free
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- Internal Competitions
- Weekends Off
- 401(k)
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
- Competitive salary plus performance-based bonus opportunities.
- Established agency with a loyal and growing client base.
- Supportive, team-oriented work environment.
- Ongoing coaching and professional development.
- Opportunities for career growth and increased responsibility.
- A rewarding career helping customers protect what matters most.
- Build and maintain strong relationships with existing policyholders.
- Assist clients with policy changes, renewals, billing questions, and coverage updates.
- Conduct proactive policy reviews to ensure customers have the right protection for their changing needs.
- Educate clients on policy options, available discounts, and coverage enhancements.
- Resolve customer questions and concerns with professionalism and care.
- Support customer retention by delivering an outstanding service experience.
- Identify opportunities to strengthen accounts through appropriate coverage recommendations and cross-selling when it benefits the client
- Process policy transactions accurately and maintain organized customer records.
- Work closely with agency team members to ensure every customer receives exceptional service.
- Active Property & Casualty Insurance License.
- Minimum of 6 months of insurance agency or insurance customer service experience .
- Allstate experience highly preferred.
- Excellent communication and relationship-building skills.
- Strong attention to detail and organizational abilities.
- Comfortable using agency management systems and computer software.
- Ability to manage multiple priorities in a fast-paced environment.
- Able to encourage and prioritize client retention
- Passionate about helping customers and providing exceptional service.
- Patient, empathetic, and solution-oriented.
- Professional, dependable, and highly organized.
- Enjoys building long-term client relationships.
- Proactive in identifying ways to improve the customer experience.
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