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Licensed Customer Service Representative

$40,000 - $60,000 a year
Santa Ana, California
Full time
June 4, 2025
Benefits:
  • Mon - Fri Schedule
  • Medical Insurance
  • 401(k)
  • Bonus based on performance
  • Dental insurance
  • Paid time off
  • Training & development
  • Tuition assistance
  • 401(k) matching
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Vision insurance

As a Licensed Customer Service Representative, you will be the first point of contact for customers, providing assistance, resolving inquiries, and ensuring a positive customer experience.

Hourly pay with the availability of monthly commission / bonus opportunity. Benefits after our waiting period such as medical, dental, vision, 401k and a great Paid Time Off Package. Our Team is wonderful, and we have a brand-new office environment.
Bilingual in Spanish - good verbal and written is a requirement of the position. If interested, Please APPLY TODAY!

Responsibilities:
  • Support customers through various communication channels including phone, email and in person
  • Resolve customer complaints with patience and professionalism
  • Perform data entry tasks accurately and efficiently
  • Provide information about products and services
  • Post purchase review with client
  • Renewal calls and Policy changes
  • Assist with office tasks as needed
  • Identify and act on cross sell opportunities within the current book of business on a proactive basis

Requirements:
  • Must carry Personal Lines Insurance License
  • Excellent Communication/ interpersonal skills to interact with customers professionally (in person and remotely)
- Bilingual in Spanish - good verbal and written is a requirement of the position.
  • Updates all client data and client notes on computer CRM system daily
  • Experience in the insurance field for two or more years is ideal
  • P&C Insurance License or Personal Lines Insurance License (Ideal, not required)
  • Confident, self-starter who works well independently.
  • Ability to analyze and solve customer problems effectively
- Be able to work a full work week of 40 hours in office - our office hours are 8:30am-5:00pm in Santa Ana.

The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.

Apply
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