Allstate Insurance
  • 4535 S. Quimby Ave, New Berlin, WI 53151, United States
 Insurance Sales Producer

The ideal candidate must enjoy dealing with people, is able to work independently with little supervision, self-motivated, honest, reliable, quick learner, and enjoys a fast paced work environment.
PURPOSE
To provide extraordinary customer service to Allstate policyholders and to perform functions that will result in generating sales within the agency.
 
JOB RESPONSIBILITIES AND DUTIES:
            1. Provide Customer Service
                        Collection of premiums and issue receipts
                        Handle billing inquiries
                        Process endorsements
                        Assist in claims (Promise Line & agent claim handling)
                        Answer in-coming phone calls
                        Greet walk-in customers
                        Provide verification of insurance
                        Assist in customer complaint handling
                        Participate in Customer Contact Program
 
            2. Provide Sale Support
                        Gather quoting information
                        Assist in quoting process
                        Close sales/bind coverage within office
                        Complete applications
                        Order motor vehicle records
                        Inspect vehicles
 
            3. Assist in Marketing Efforts
                        Cross-sell existing customers after servicing
                        Ask for referrals
                        Prepare solicitation mailings
                        Design and manage sales processes

4. Perform Other Duties as Assigned
 
KNOWLEDGE/SKILL/ABILITY
 
                        Oral, written, telephone communication
                        Typing skills
                        Product knowledge
                        Required state licensing
                        Understanding company guidelines and rules
 
EQUIPMENT USED
 
                        Basic office equipment (i.e. copy machine, fax, etc.)
                        Allstate computer system
                        Windows environment with Microsoft Outlook and Windows Explorer
                        Microsoft Excel, Microsoft Word

 Property and casualty licence required prior to start.