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Customer Service Representative
San Marino, CAServiceFull-time
About our agency
Tracy Zhang is an Allstate agency owner based in San Marino. We serve families and business owners across the area with a service-first approach: clear coverage conversations, fast follow‑up, and consistent support over time.
If you’re the kind of person who takes pride in doing the details correctly — and you care about the customer experience — you’ll feel at home here.
About the role
Great agencies are built on trust, and trust is built on service. This role is the backbone of that experience.
You’ll help clients with policy changes, billing questions, and proofs of insurance — and you’ll make sure the small things don’t become big problems.
If you’re detail‑oriented, kind under pressure, and you enjoy making systems run smoother, you’ll fit in well.
Responsibilities
- Support policy changes, billing questions, and proof-of-insurance requests
- Coordinate follow‑ups and keep client records organized
- Provide a calm, helpful experience for every call and visit
You may be a good fit if you:
- You’re organized, responsive, and detail-oriented
- You’re comfortable learning new systems and processes
- You value clear communication and follow-through