About The Position

The Client Support Consultant II acts as a liaison between independent agents and Allstate Dealer Services (ADS). This role involves direct interaction with the Independent Agent Sales Team (Regional Sales Managers, Account Relationship Managers) and high-volume Agent/agency accounts. Communication channels include in-bound calls, out-bound calls, email correspondence, and occasional onsite visits. Key responsibilities include triaging and completing high-volume service requests, collaborating with stakeholders to resolve complex issues, and applying critical thinking and business knowledge to facilitate issue resolution.

Requirements

  • Customer Service
  • Data Analysis
  • Detail-Oriented
  • Management Reporting
  • Phone Support
  • Problem Resolution
  • Strategic Collaborations

Responsibilities

  • Coordinates pricing, set ups, and exceptions, with agent, Field Sales Team and internal subject matter experts in Product Management, Participation, and Risk, for new account implementation and maintenance.
  • Provides industry leading customer service (timely, accurate and efficient) in all interactions with the Sales Team, Independent Agents and their agencies and other internal stakeholders; must be able to manage multiple inquiry sources including, but not limited to queue telephone calls, direct telephone calls and e-mail correspondence
  • Responsible for conducting peer quality audit reviews for producer setup actions which have downstream financial impacts.
  • Ensure incoming work requests related to producer setup are accurate, completed, and configured in all applicable systems within required timeframes, provide accurate and complete status updates to management and applicable internal/external customers (e.g. Agents, Sales team) in a timely manner.
  • Participates in ADS training to keep current with ADS philosophy and curriculum.
  • Attends ADS events to build and strengthen relationships with the Independent Sales Team and Agents.
  • Executes outbound call campaigns and monthly status calls to provide status on open issues, reinforce marketing messages, communicate critical business changes, new programs, etc. to impacted independent agents and their business offices.
  • Applies critical thinking skills to isolate issues, identify root causes and coordinate the resources necessary to completely resolve and when possible, prevent issues from recurring in the future.
  • Actively promotes agent/dealer self-service capabilities (e.g., e-business, e-cancels, ACH).
  • Participates in product launches and facilitates agency training for assigned accounts.

Benefits

  • Opportunity to take your skills and push them to the next level.
  • Encouragement to challenge the status quo.
  • Opportunity to shape the future of protection while supporting causes that mean the most to you.
  • Being part of a winning team making a meaningful impact.
  • An environment that fosters innovative thinking where you’ll be able to explore your ideas and feel proud of the work you do.
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