Licensed Personal Lines Account Manager / Customer Service

Brian Rogich • Franklin, WI

23d • Hybrid

About The Position

Rogich Insurance Group – Allstate Insurance is seeking an experienced, licensed insurance professional to join their team as a Licensed Personal Lines Account Manager / Customer Service Representative. This role involves a proactive approach to managing and building relationships with existing customers, conducting policy reviews, discussing renewals, identifying coverage gaps, and ensuring customers have adequate protection. The position offers a base salary plus commission, with opportunities for additional income through proactive policy reviews and cross-selling. The focus is on understanding customer needs, ensuring proper protection, and identifying missing coverage or policies, with rewards for successful cross-selling. This is not a high-pressure sales position.

Requirements

• An active Property & Casualty insurance license.
• Previous personal lines insurance experience.
• Previous experience servicing personal lines insurance customers.
• Comfortable and confident making outbound customer calls.
• Experience conducting policy reviews and discussing coverage with customers.
• Ability to build rapport and have meaningful conversations rather than simply processing transactions.
• Comfortable discussing renewals, rate increases, coverage options, and additional insurance needs.
• Understanding of the importance of account rounding and customer retention.
• Organized and disciplined about follow-up.
• Ability to manage a busy workload while providing friendly and professional customer service.
• Takes ownership of problems and works toward solutions.
• Comfortable working toward measurable goals for customer outreach, policy reviews, retention, and cross-selling.
• Dependable, positive, and enjoys working as part of a team.

Nice To Haves

• The ideal candidate is comfortable and confident making outbound customer calls.
• The ideal candidate has experience conducting policy reviews and discussing coverage with customers.
• The ideal candidate can build rapport and have meaningful conversations rather than simply processing transactions.
• The ideal candidate is comfortable discussing renewals, rate increases, coverage options, and additional insurance needs.
• The ideal candidate understands the importance of account rounding and customer retention.
• The ideal candidate is organized and disciplined about follow-up.
• The ideal candidate can manage a busy workload while providing friendly and professional customer service.
• The ideal candidate takes ownership of problems and works toward solutions.
• The ideal candidate is comfortable working toward measurable goals for customer outreach, policy reviews, retention, and cross-selling.
• The ideal candidate is dependable, positive, and enjoys working as part of a team.

Responsibilities

• Proactively call existing customers to conduct policy and account reviews.
• Review upcoming renewals and reach out to customers before they have a reason to shop their insurance.
• Review auto, home, umbrella, recreational vehicles, and other personal insurance policies for coverage gaps and additional needs.
• Ask questions about changes in the customer's household, vehicles, property, drivers, and overall insurance needs.
• Identify cross-sell opportunities within our existing customer base.
• Help retain customers by addressing premium concerns and identifying appropriate coverage, discount, or product options.
• Handle incoming customer service calls, texts, and emails.
• Assist customers with policy changes, billing questions, coverage questions, documents, and other service needs.
• Follow up with customers after claims and other significant policy events.
• Take ownership of customer requests and follow through until they are resolved.
• Maintain accurate documentation of customer conversations, policy reviews, and follow-up activities.
• Work closely with our sales and service team to provide an excellent overall customer experience.

Benefits

• Competitive base salary based on experience
• Commission on cross-sales to existing customers
• SIMPLE IRA retirement plan with employer match
• Paid time off
• Paid holidays
• Professional and established office environment
• Large existing customer base with opportunities for policy reviews and cross-selling
• Supportive and experienced team
• Opportunity for long-term growth
• Flexible work from home options available

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed