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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong insurance knowledge and the ability to accurately process customer policy changes while maintaining a customer-first mindset. Proficient in communication, active listening, and identifying cross-selling opportunities to enhance customer satisfaction.
Highest-signal resume keywords
Insurance KnowledgeCustomer Communication SkillsAccuracy in Policy ProcessingActive ListeningEmpathy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance PoliciesPolicy Changes ProcessingDatabase ManagementCross-SellingCustomer Documentation Handling
Soft Skills
Customer-First MindsetProbing QuestionsProblem SolvingFirst-Call ResolutionCustomer Satisfaction
Tools & Technologies
DatabasesMarketing Campaigns Resources
Certifications & Qualifications
Active Insurance LicenseResident Producer License
Industry Keywords
Insurance ProcessesCustomer ServiceBackground InvestigationRemote Work Requirements
About the role
Key responsibilities & impact- Connect with customers and listen to their needs
- Answer policy questions and help find solutions
- Input and track information in appropriate databases
- Remain current on marketing campaigns and respond to marketing-related inquiries using available resources
- Handle customer documentation, clearly explain documents, required follow-ups, and updates
- Process changes to customer policies accurately based on provided information
- Identify cross-selling opportunities when applicable
- Employ probing questions and actively listen to customer issues or questions
- Facilitate first-call resolution and customer satisfaction on all transactions
- Resolve routine, complex, and unique questions and issues
Requirements
What you’ll need- Insurance knowledge and working knowledge of insurance policies and related processes and procedures
- Communication skills and customer-first mindset
- Accuracy in processing customer policy changes
- Ability to handle customer documentation and explain required follow-ups and updates
- Ability to employ probing questions, actively listen, and demonstrate empathy
- Must terminate all existing insurance appointments before onboarding if currently holding an active insurance license
- Must not hold any outside insurance appointments during employment
- Applicants seeking an adjuster role who hold a resident producer license must formally surrender that license when instructed by the licensing team
- Successful completion of a background investigation
- Allstate generally does not sponsor individuals for employment-based visas
- Dedicated, private, distraction-free workspace with appropriate desk and seating when working from home
- Reliable internet with minimum speeds of 50 MB download and 5 MB upload
- Valid photo identification available at the start of the interview (not required for internal candidates)
Benefits
Comp & perks- Comprehensive technology setup including a laptop, monitors, headset, keyboard, and mouse
- Monthly connectivity reimbursement to help offset internet costs for employees eligible to work from home