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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 policy management, with a focus on building client relationships and promoting loyalty. Proficient in handling inquiries and providing personalized service while meeting performance metrics.
Highest-signal resume keywords
General Insurance License (OTL)Customer Service ExperienceMS Office ProficiencyInsurance KnowledgeRelationship Building
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 DetailProfessional CommunicationProblem Solving
Certifications & Qualifications
General Insurance License (OTL)
Industry Keywords
Insurance PoliciesClient LoyaltyPolicy RenewalService InquiriesPortfolio Reviews
About the role
Key responsibilities & impact- Answer service and billing inquiries over the phone and in person from customers
- Respond to customer inquiries about their policy in a professional manner
- Be knowledgeable of all Allstate policies and procedures in the province(s) you are licensed in
- Provide personalized service as a Trusted Advisor with respect to insurance
- Promote Allstate features and benefits during ongoing portfolio reviews
- Manage policy renewal processes and client inquiries for policy changes
- Reply to online requests as required
- Promote client loyalty through attention to detail and relationship building during policy renewals and updates
- Meet and exceed key performance and attendance metrics
- Rotate work schedules to ensure the agency is appropriately staffed
Requirements
What you’ll need- Post-secondary education or equivalent work experience
- Must have General Insurance License (OTL) or General level 1 insurance license or be willing to obtain for the province you are located in
- Greater than 1 year customer service experience
- Proficient computer skills in MS Office applications
- Ability to commute to and from the agency
- Have a space conducive to working from home
- Call center, face to face customer service experience 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
