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Customer Support
Customer Service Representative
Temecula, CA

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Allstate Financial Services, LLC

Part-Time Customer Service Representative

Job Description

Part-Time Customer Service Representative at Allstate Financial Services, LLC Part-Time Customer Service Representative at Allstate Financial Services, LLC in Temecula, California Posted in about 5 hours ago.

Type:

part-time Company Description Allstate Financial Services, LLC is the proprietary registered Broker-Dealer of Allstate Corporation, focused on helping individuals protect themselves from life's uncertainties and prepare for the future. The organization offers a range of financial products and services, including life insurance, annuities, mutual funds, and retirement and college savings programs. Securities are offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA), a registered Broker-Dealer and member of FINRA and SIPC. The main office is located in Lincoln, Nebraska, and the company supports customers nationwide through compliant and responsible financial guidance. Role Description This is a full-time, on-site Part-Time Customer Service Representative role based in Temecula, CA. The Customer Service Representative will respond to customer inquiries about financial products and services via phone, email, and in person, ensuring accurate information and a positive experience. Daily responsibilities include handling account-related questions, resolving issues, documenting interactions in systems, and escalating complex concerns to appropriate team members. The role also involves supporting Personal Financial Representatives, following compliance guidelines, and maintaining professional, courteous communication in all customer interactions. The individual in this position will collaborate with colleagues to improve processes, contribute to customer satisfaction initiatives, and uphold Allstate Financial Services' standards of service and integrity. Qualifications Demonstrated skills in customer service and customer support, with the ability to respond promptly and professionally to inquiries. Experience fostering customer satisfaction and enhancing customer experience through effective communication and problem resolution. Background working in customer-facing roles as a Customer Service Representative or similar position in financial services or related industries. Strong verbal and written communication skills, active listening abilities, and a calm, solutions-focused approach to handling concerns. Basic knowledge of financial products (e.g., life insurance, annuities, retirement and savings programs) or willingness to learn quickly. Attention to detail, accurate data entry skills, and the ability to follow compliance and regulatory guidelines. Comfort working on-site in a professional office environment in Temecula, CA, and collaborating with cross-functional teams. High school diploma or equivalent required; additional education or certifications in finance, business, or customer service are beneficial.

Benefits

  • Dental Insurance
  • Life Insurance