Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Allstate Insurance and Financial Services Account Manager

Allstate Agency of Jared Burns-Coffin

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
Are you looking for a meaningful career in a local business that has a national brand people recognize and trust? 

Successful Allstate Agency owner Jared Burns-Coffin is seeking a qualified professional to join their winning team for the role of Insurance Sales Representative. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

  • Establish customer relationships and follow up with customers, as needed
  • Use a customer-focused, needs-based review process to educate customers about insurance options
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
  • Achieve sales goals through generating new business and cross-selling existing customers
  • Maintain a strong work ethic with a total commitment to success each and every day
As an Agent Team Member, you will receive...

  • 401K with match
  • Hourly pay plus commission/bonus (unlimited commission earning potential)
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Comprehensive on the job training (get paid to learn!)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency
  • Opportunity for growth at Allstate Corporation
Requirements

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal and listening
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • People-oriented
  • Organizational skills
  • Self-motivated
  • Proactive in problem solving
  • Dedicated to providing a professional customer experience
  • Pride in getting work done accurately and timely
  • Ability to multi-task
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
  • Office hours are Monday - Friday 8:30am to 5:30pm (includes some evening and weekend appointments)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

Good Work. Good Life. Good Hands®
The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo, and shape the future for the greater good.

Everything we do at Allstate is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. For 89 years, we've thrived by staying a step ahead of whatever's coming next – to give customers peace of mind no matter what changes they face. We are the Good Hands. We don't follow the trends. We set them.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Allstate Insurance and Financial Services Account Manager in Walnut Creek, CA vacancy
  •  ...industry, apply today! Benefits ~ Medical & Dental Insurance ~ Vision Discount Program ~401K Plan + Match ~...  ...~ Commuter Benefit ~ Health Reimbursement Account ~ Discounts on products and services ~ Above average industry pay ~ Corporate 24-Hour... 
    Suggested
    Hourly pay
    Local area
    Worldwide

    Fremont Hyundai

    Concord, CA
    3 days ago
  • $80.4k - $293.8k

    Accenture is a leading solutions and services company that helps the world’s leading enterprises...  ...Minimum of 1 year of experience in the Insurance industry • Minimum of 1 year of...  ...recommendations for workforce planning, talent management, organizational design, and skills-based... 
    Suggested
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Walnut Creek, CA
    3 days ago
  • $170k - $210k

     ...amplify and simplify their financial lives by integrating...  ...planning, investment management, business management, tax, estate, insurance, and more, all managed...  ...including size, growth, service quality, technology, succession...  ...Business, Economics, Accounting or Finance related);... 
    Suggested
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    22 hours ago
  •  ...Insurance Account Associate Our successful and growing State Farm agency is looking for a...  ...with transferrable sales and/or account management experience) to join our close-knit team...  ...In this role, you'll combine customer service and general account management with... 
    Suggested
    Full time
    Work at office

    Mark Hoogs - State Farm Agent

    Moraga, CA
    3 days ago
  • $25 - $40 per hour

     ...career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish...  ...00 per hour My team's mission is to help people manage the risks of everyday life, recover from the unexpected and... 
    Suggested
    Hourly pay
    For contractors
    Flexible hours

    State Farm

    Berkeley, CA
    4 days ago
  •  ...technically sharp, deeply knowledgeable Head of Accounting Policy to serve as the organization’s...  ...S. GAAP, accounting interpretation, and financial reporting governance. This role sits at...  ..., draft formal accounting memos, manage external auditor relationships on technical... 

    RockBridge Search & Recruitment

    Walnut Creek, CA
    4 days ago
  • DescriptionOur client is seeking an experienced FP& A Manager to support financial performance, profitability analysis, and strategic business...  ...visible role supporting senior leadershipMix of FP& A, cost accounting, and strategic finance responsibilitiesOpportunity to... 

    Robert Half

    Lafayette, CA
    3 days ago
  • $60k - $115k

    Job Description: Commercial Insurance Account Manager Please note: If this position is posted as...  ...opportunities, delivering exceptional service, and ensuring operational excellence...  ...procedures, and compliance requirements. Financial Management - Assist with accounts... 
    Full time
    For contractors
    Work at office
    Remote work

    Insurance Office of America

    Lafayette, CA
    2 days ago
  •  ...BenefitsRequirements: Public Accounting, CPA, Individual, Business, Tax...  ...Rafael, CA, we are a full service CPA firm offering solutions for...  ...are looking for a Senior Tax Manager to join our team! Must have 1...  ..., and local tax laws.Analyze financial data to identify tax-saving... 
    Local area

    CyberCoders

    Walnut Creek, CA
    2 days ago
  •  ...free to reach out to Jennifer Fukumae via email or LinkedIn.Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote |...  ...Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans. Prepare and review complex federal and state... 
    Remote work
    Flexible hours

    Robert Half

    Walnut Creek, CA
    1 day ago
  •  ...a knowledgeable and detail-oriented Tax Manager to oversee tax compliance and planning for...  ...have extensive experience in public accounting and a strong understanding of various tax...  ...profitsProvide tax planning and consulting services to high net worth individuals and... 

    CyberCoders

    Concord, CA
    2 days ago
  • $121k - $148k

     ...0 CPA and advisory firm that Accounts for Anything. Aprio has 40 U....  ...growing firm looking for a Tax Manager to join their dynamic team....  ...committed to exceptional client service and developing and...  ...Medical, Dental, and Vision Insurance on the first day of employment... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Walnut Creek, CA
    3 days ago
  • $130k - $140k

     ...Worth Individual Tax Manager (including Gift, Trust...  ...independent investment financial advisory firm that specializes...  ...responsible for tax services provided to clients...  ...BS/BA Degree, accounting preferred Valid CPA license...  ...California associates Dental insurance with MetLife Vision... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    CyberCoders

    Walnut Creek, CA
    4 days ago
  • $125k - $160k

     ...5k - $160k + Strong Bonus Structure Requirements: Must have at least 3-5 years of Public Accounting & Tax Exp. (CPA Preferred) Position OverviewWe are seeking to add a Tax Manager or Tax Supervisor to support our growing Regional Tax & Business Advisory firm. We have been... 
    Summer work
    Local area
    Remote work

    CyberCoders

    Concord, CA
    4 days ago
  • $82.4k - $144.2k

    Individual Tax Manager (Flexible / Flex-Time)Location: Concord,...  ...opportunities to optimize client financial strategies.Audit Defense:...  ...: Bachelor's or Master's in Accounting.Credentials: Active CPA or...  ...Culture: Medical/Dental, Life Insurance, FSA, and a dedicated... 
    Full time
    Part time
    Work at office
    Immediate start
    Flexible hours

    CyberCoders

    Concord, CA
    4 days ago
  • $140k - $200k

    Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions...  ...strategiesRisk management and insurance planningWealth transfer, trust, and...  ...Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account... 
    Temporary work
    Local area

    Morgan Stanley

    Walnut Creek, CA
    3 days ago
  • $180k - $240k

     ...Description Summary:The Senior Tax Manager plays the main role of all...  ...:Bachelor’s Degree in Accounting, Finance or related fieldCPA...  ...spending accounts, basic term life insurance and AD&D, business travel...  ...and long term disability, financial wellness coaching,... 
    Full time
    Temporary work
    Flexible hours

    Swinerton

    Concord, CA
    3 days ago
  •  ...customers on the process of vehicle repairs, insurance procedures, customer rights, repair...  ...damage evaluation, and lock final estimates. Manage each repair throughout the process and...  ...are complete. Requirements Customer Service Skills Organization and multi-tasking... 

    Jobtailor

    Walnut Creek, CA
    3 days ago
  • $48k - $68k

     ...Account Associate As an account associate for State...  ...relevant products and services. Grow your career as...  ...have you on our team. Manage customer accounts and...  ...inquiries. Process insurance claims and follow up...  ...This busy insurance and financial services office has a... 
    For contractors
    Work at office
    Work from home
    Flexible hours

    Bill Warring - State Farm Agent

    Benicia, CA
    3 days ago
  •  ...Overview Financial Planning Manager (High-Net-Worth Clients) Department: Financial Planning Reports To: Executive Leadership Mandate: Lead,...  ...team of financial planners Establish clear expectations, accountability standards, and performance metrics Conduct regular reviews... 

    Destination Wealth Management

    Walnut Creek, CA
    22 hours ago
  • $125k - $228k

     ...0 CPA and advisory firm that Accounts for Anything. Aprio has 40 U....  ...firm looking for a Senior Tax Manager to join their dynamic team....  ...Medical, Dental, and Vision Insurance on the first day of employment...  ...citizenship status; military service obligations or any other category... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Walnut Creek, CA
    3 days ago
  • $210k - $230k

     ...a local CPA firm on a search for a Tax Manager/Tax Director who will work hybrid for their...  ...firm leadership to ensure continuity of service, support future growth initiatives, and...  ...Delegate work effectively to accounting and administrative staff QUALIFICATIONS... 
    Work at office
    Local area

    LHH Recruitment Solutions

    Walnut Creek, CA
    2 days ago
  • $140k - $150k

     ...Century Group has partnered with a Financial Services company who is seeking a Tax Manager. This is a hybrid position located in Walnut Creek. This is a direct hire position. Exact compensation may vary based on skills, experience, and location. Expected starting salary... 

    Century Group

    Walnut Creek, CA
    2 days ago
  •  ...Tax Manager This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area...  ...returns while collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that client... 

    Advantage Group Inc

    Walnut Creek, CA
    1 day ago
  •  ...to client and team Manage staff on engagement deliverables (such as financial statements, tax returns...  ...~ Master's degree in Accounting, Taxation or related field...  ...leading professional services advisor to middle-...  ..., advisory, benefits, insurance, and technology, CBIZ... 

    CBIZ

    Walnut Creek, CA
    4 days ago
  •  ...We are seeking a Senior Tax Manager!You will beresponsible for the effective management...  ...of credit Oversee the flow of cash and financial investments Analyze information to assess...  ...infinancial branchmanagement,financial services, or other related fields Knowledge of common... 
    Work at office

    Viper Staffing Services L.L.C.

    Walnut Creek, CA
    13 hours ago
  •  ...Chief Financial & Strategy Officer (CFO) About the Company Mission-driven organization providing individualized care services to people with developmental disabilities Industry Non-Profit Organization Management Type Non Profit Founded... 
    Flexible hours

    Confidential

    Walnut Creek, CA
    3 days ago
  • $210k - $230k

     ...Tax Manager LHH is partnering with a local CPA firm on a search for a Tax Manager/Tax...  ...firm leadership to ensure continuity of service, support future growth initiatives, and...  ...returns Delegate work effectively to accounting and administrative staff Qualifications... 
    Work at office
    Local area

    LHH

    Walnut Creek, CA
    4 days ago
  •  ...A top advisory firm in Walnut Creek, California, seeks a Tax Director to provide corporate tax advisory and compliance services. You will lead client relationships, support the growth of team members, and utilize your expertise in corporate taxation to guide clients effectively... 
    Full time

    Baker Tilly US

    Walnut Creek, CA
    4 days ago
  • (Hiring) Senior Tax Manager We are seeking a Senior Tax Manager! You will be responsible...  ...credit Oversee the flow of cash and financial investments Analyze information to...  ...financial branch management, financial services, or other related fields Knowledge of... 
    Work at office

    Viper Staffing Services L.L.C.

    Walnut Creek, CA
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Allstate Insurance and Financial Services Account Manager. Be the first to apply!