Allstate
Insurance
ChatAgentTeamLeadII
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Chat Agent Team Lead II at Allstate. Skills: Team Leadership, Customer Relationship Building, Sales Closing, Insurance Policy Management. Guide and ensure team establishes new customer relationships via the Chat platform. Identify customer needs and match them with appropriate Allstate coverages and products or refer to partners”
What You'll Achieve.
Accurate policy issuance in compliance with requirements; Successful customer on-boarding; Meeting customer and business partner needs; Building and retaining a profitable, multi-line portfolio; Team's output and success
Industry & Context.
Identify customer needs and match them with appropriate products; Resolve escalated issues for chat agents; Identify the need for and offer additional insurance products and services
What They're Looking For.
Must Have
4 year Bachelors Degree
Nice to Have
3 or more years of experience
What You'll Do.
Guide and ensure team establishes new customer relationships via the Chat platform
Identify customer needs and match them with appropriate Allstate coverages and products or refer to partners
renters and homeowners insurance policies
Assist chat agents with escalated issues
Provide internal and technical leadership
Accurately issue policies in compliance with underwriting and state mandated requirements
Ensure teams provide customer success with navigating Allstate.com to complete the sales process and ensure successful on-boarding
Lead reactive and proactive chats to gather information and close sales on personal lines insurance
Ensure team provides quality of service meeting customer and business partner needs
Build and deepen customer relationships by providing empathetic
and responsive service
Proactively identify the need for and offer additional insurance products and services
Accountable for team's output and success
How You'll Work.
Team & Collaboration
Collaborate with chat agents to resolve escalated issues; Provide leadership and support to the team; Ensure team meets customer and business partner needs
Communication Scope
Communicate effectively to guide team and advise customers
Full Job Description
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. **Job Description** The Chat Agent Team Lead II guides and ensures their team establishes new customer relationships via the Chat platform and serves as a trusted advisor by identifying customer needs and matching them with appropriate Allstate coverages and products and/or referring them to Allstate partners. This role will quote and issue auto, motorcycle, renters and homeowners insurance policies. They are also responsible for assisting the chat agents that role up to them with escalated issues and provide internal and technical leadership. ### Key Responsibilities * Efficiently uses resources to accurately issue policies in compliance with underwriting and state mandated requirements, as measured by survival and quality results * Ensures teams provide customer's success with navigating Allstate.com to complete the sales process and ensure a successful on-boarding experience with our organization (i.e., same day acceptance of terms and conditions) * Thrives in an environment of change and is committed to professional development * Plays a vital role in leading reactive and proactive chats to gather information and close sales on personal lines insurance for the Chat Agents * Ensures their team provides quality of service meeting customer and business partner needs * Builds and deepens customer relationships by providing empathetic, efficient, and responsive service that reflects our brand and our culture * Proactively identifies the need for and offers additional insurance products and services offered by Allstate and/or Allstate business partn
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