Sales Assistant Job

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Job Summary:
This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.
Key Responsibilities:
Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
Project Management: To initiate, execute, communicate and document projects as needed
May act as a liaison to other departments where follow-up will be required to meet customers needs
Assists in identifying process improvement opportunities
Engages, inspires, educates and mentors, new hires and incumbents
Collaborates with other areas to identify, analyze, and improve processes
Inputs and tracks into the appropriate databases
Supervisory Responsibilities:
This job does not have supervisory duties
Preferred Qualifications:
Education and Experience
High school diploma or equivalent experience
0-3 years of customer service experience, preferred call center experience
0-3 years insurance industry experience preferred
Certificates, Licenses, Registrations
May require a Property and Casualty license, based on business unit requirements
May require passing the SIE exam and obtain the Series 6 and 63 licenses
Functional Skills
Advanced product knowledge and insurance regulations knowledge
Excellent working knowledge of Allstate's systems required to perform the role
Ability to sell and service policies (based on requirements of the department)
Ability to diffuse customers and agents
Excellent working knowledge of billing concepts and Allstate's billing systems
Effective oral and written communication skills
Intermediate problem-solving skills
Ability to adjust schedule according to business need
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Company info

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