Client Service Associate II

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OtherClient Service Associate

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Quick Summary

Overview

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home,

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OtherClient Service Associate

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.

The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call center setting. This position focuses on assisting customers with mortgage accounts, escrow accounts, property insurance questions, and claims-related concerns.

The associate is responsible for delivering high-quality customer service, resolving inquiries efficiently, often within a single interaction, and handling escalated situations with empathy and professionalism. This role requires strong communication, analytical thinking, and technical proficiency to navigate systems and ensure accurate account handling.

Responsibilities

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→Handle a high volume of inbound calls (60–80 calls per shift) from borrowers, insurance agents, and carriers related to mortgage servicing, escrow accounts, and property insurance
→Provide clear guidance on property insurance requirements, premium disbursements, and claims-related inquiries
→Strive for one-call resolution by efficiently addressing customer needs and minimizing repeat contacts
→Manage and de-escalate complex or sensitive customer interactions while maintaining a high level of professionalism and empathy
→Process and facilitate property insurance premium disbursements accurately and in a timely manner
→Maintain detailed and accurate documentation in internal systems, including account notes and updates
→Meet and maintain performance expectations, including availability, schedule adherence, and attendance standards
→Utilize internal tools and Microsoft Office applications (including Excel) to analyze account details and support customer inquiries

Requirements

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Strong communication and active listening skills, with the ability to explain complex mortgage and insurance concepts clearly
Proven ability to handle escalated calls with empathy, professionalism, and problem-solving focus
Solid analytical and critical-thinking skills to assess account details and resolve issues effectively
Demonstrated commitment to delivering a positive customer experience and high satisfaction outcomes
Technical proficiency with Microsoft Office Suite, particularly Excel, and ability to learn new systems quickly
Ability to thrive in a fast-paced, high-volume call center environment

High School Diploma or GED (preferred)
0–2 years of customer service, call center, financial services, or mortgage-related experience (preferred)

#LI-ED2

Business Support, Client Facing, Consumer Protection, Quality Control (QC), Service Delivery

What We Offer

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Compensation for this role is $19/hr.

Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas. In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.

Allstate provides a comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse. Employees eligible to work from home also receive a monthly connectivity reimbursement to help offset internet costs.

When working from home, you must have a dedicated, private workspace free from distractions, along with appropriate desk and seating. Reliable internet is required, with minimum speeds of 50 MB download and 5 MB upload.

Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

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