Now Hiring - Workman Insurance - Insurance Customer Service and Sales Representative in Oregon City, OR

Full description of the position

Job

Overview

This is a career opportunity! We are willing to train the right people! Our office is rapidly growing and we are looking to hire the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Customer Service /Sales Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance. Insurance industry or agency experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

• Prior Allstate or State Farm agency experience is a plus
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• All who apply will be emailed a link to an online assessment. PLEASE complete the assessment to be considered further for the position. Salary Range: $45,000.00 - $105,000.00 per year

Benefits

Annual Base Salary + Commission Paid Time Off (PTO) Flexible Schedule Career Growth Opportunities Mon-Fri Schedule Evenings Off

Requirements

This is an in office position M-F

• Property and Casualty license for Oregon and Washington.
• Previous insurance experience, recent Allstate experience is a plus.
• Strong understanding of how to service and write property and casualty insurance products
• Excellent communication skills, both verbal and written, with the ability to effectively interact with clients and colleagues.
• Ability to work independently and prioritize tasks in a fast-paced environment.
• Proficient in Windows 11, Outlook, Google Drive.
• Comfortable with cross-selling techniques to promote additional insurance products.
• Detail-oriented with strong organizational skills and the ability to multitask effectively.

Responsibilities

Common service tasks such as taking payments, endorsements to personal lines policies. Transferring policies from state to state as needed. Pivot incoming services calls to comprehensive insurance reviews for existing clients to assess their coverage needs and identify opportunities for additional products or upgrades. Policy conversions and rewrites as needed Identify cross-selling opportunities and promote additional products to existing clients. Utilize CRM software to maintain accurate records of client interactions and policy details. Provide personalized solutions to clients based on their insurance preferences. Act as a trusted advisor to clients by offering expert guidance on insurance- related matters and assisting them in making informed decisions about their coverage.

About Us

During recent Covid-19 shutdowns insurance was deemed an essential business. We have been able to remain open or work remote with no loss of time to our team or customers. Allstate Agency located in Oregon City and West Linn Oregon. Ranked in the top Allstate agencies in the Pacific Northwest 9 years running. Our agency has a great fun atmosphere where everyone is encouraged to grow and learn, not only our products but the insurance industry. We are expanding our market share and we are looking for great people to grow with us!