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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and insurance processes, with a focus on relationship building and upselling insurance products. Proficient in managing policy inquiries and providing personalized service while meeting performance metrics.
Highest-signal resume keywords
Customer Service ExperienceInsurance License (OTL or General Level 1)MS Office ProficiencyCall Center ExperienceFNOL Claim Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Attention to DetailRelationship BuildingCommunication Skills
Certifications & Qualifications
OTL or General Level 1 Insurance License
Industry Keywords
InsurancePolicy ManagementUpsellingCross-SellingClaim DocumentationCustomer LoyaltyPortfolio ReviewsWork From Home
About the role
Key responsibilities & impact- Answer service and billing calls and take first notice of loss (FNOL) calls from customers.
- Respond to customer inquiries about their policy.
- Provide personalized insurance service as a Trusted Advisor.
- Promote Allstate features and benefits during portfolio reviews.
- Manage policy renewals and policy-change inquiries.
- Reply to online requests.
- Promote client loyalty through attention to detail and relationship building.
- Upsell and cross-sell Auto and Property products according to underwriting guidelines.
- Support and guide customers during FNOL claim calls.
- Document loss details in the claim system and transfer or assign claims to a Claim Advisor.
- Meet and exceed key performance and attendance metrics.
- Rotate work schedules to staff Monday-Friday operating hours of 8 am to 8 pm EST.
Requirements
What you’ll need- Must have OTL or General level 1 Insurance License or be willing to obtain for the province you are located in.
- Must have 1 - 3 years customer service experience.
- Must speak, read and write English.
- Proficient computer skills in MS Office applications.
- This is a work from home position; you must have a space conducive to working from home.
- Ability to work evenings is required.
- Call center and insurance experience is preferred.
Benefits
Comp & perks- Flexible Work Arrangements
- Employee discounts (15% on auto and property insurance, plus many other products and services)
- Good Office program (receive up to 400$ back after purchasing office equipment)
- Student Loan Payment Matching Program for Government Student loans
- Comprehensive Retirement Savings Program with employer matched contributions
- Annual Wellness allowance to support employees with improving health and wellbeing
- Personal reflection day
- Tuition Reimbursement
- Working within the community and giving back!
- Workplace accommodations
