[Hiring] Customer Service Specialist @Lee Matthews Agency, Inc.

Role Description

Lee Matthews Agency is looking for an experienced, licensed Allstate Customer Service Specialist to join our team in Gainesville, GA. This remote role is focused on servicing existing clients, strengthening relationships, and helping retain our valued customer base.

This is a great opportunity for someone who enjoys being a trusted resource for customers and wants to build a long-term career with a supportive agency. A remote schedule option is only available for experienced candidates.

What You'll Do

• Build and maintain strong relationships with existing customers.
• Assist clients with policy changes, renewals, billing questions, and coverage updates.
• Conduct proactive policy reviews to help ensure customers have appropriate coverage as their needs change.
• Educate customers on their policies, coverage options, and available discounts.
• Respond to customer questions and concerns with professionalism, empathy, and urgency.
• Proactively follow up with customers to strengthen relationships and support retention.
• Help identify and address potential retention concerns before customers leave the agency.
• Recommend appropriate coverage enhancements when they genuinely benefit the customer.
• Process policy transactions accurately and maintain organized customer records.
• Work closely with the agency team to deliver a consistent, exceptional customer experience.

Qualifications

• Active Property & Casualty Insurance License.
• Minimum of 6 months of insurance agency or insurance customer service experience.
• Previous remote experience is required.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organizational abilities.
• Comfortable using agency management systems and computer software.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong commitment to customer retention and relationship management.

Requirements

• Genuinely enjoys helping people and taking care of customers.
• Patient, empathetic, and solution-oriented.
• Professional, dependable, and organized.
• Takes ownership of customer issues and follows through to resolution.
• Proactive in finding ways to improve the customer experience.
• Enjoys building long-term relationships rather than simply handling transactions.
• Positive team player with a strong work ethic.
• Interested in building a long-term career in the insurance industry.

Benefits

• Internal Competitions
• Weekends Off
• Work from Home Hybrid
• 401(k)
• Bonus based on performance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development