Allstate Customer Service & Cross-sale Agent

Job Description

Job Description

SIGN ON BONUSES FOR CURRENTLY LICENSED AGENTS!!!

About Us:

We are a high-performing and customer-focused insurance agency, consistently ranked in the top 2% of Allstate agents for customer satisfaction and growth. Our mission is to help individuals, families, and small businesses protect and grow their assets while providing exceptional service.

Position Overview:

Our on-site Relationship Manager position (Inside Sales & Service Agent) is more than just answering phones, setting appointments, and processing payments. This is an engaging and rewarding role that involves conducting in-depth policy reviews , making tailored recommendations, and cross-selling to existing clients . If you thrive on building relationships, educating clients, and maximizing sales opportunities, this is the perfect career move for you!

Important : All applicants will receive a link to a quick online assessment , which must be completed to be considered for this position.

Annual Base Salary + Commission + Bonus Opportunities

Salary + Overtime + Unlimited Commission & Bonus Opportunities (Monthly & Yearly)

Health Insurance

Supplemental Health Insurance (accident, critical illness, dental, vision, disability, life)

SIMPLE IRA with 3% match

Flexible Hours

Paid Vacation

Insurance discounts

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

• Conduct annual policy reviews with clients and onboarding policy reviews with new clients, ensuring they have proper coverage and offering additional services and policies.
• Identify and cross-sell bundling opportunities for home, auto, and life insurance.
• Process customer policy change requests and endorsements accurately.
• Handle incoming claims calls and assist customers with their claims process.
• Discuss billing concerns and accept customer payments.
• Provide exceptional customer service , ensuring high retention and satisfaction with offering additional policies.
• Multitask effectively to handle client communications via phone, email, text, and voicemail.

What We Offer:

• Competitive salary + commission + incentives based on your performance.
• Clear career advancement opportunitiesgrow into a sales agent, manager, or more!
• A steady flow of new clients to onboard and cross-sell.
• Comprehensive training & coaching (including licensing) to help you succeed.
• A dynamic team environment that rewards hard work and dedication.
• Hours; 830a-530p M-F

• A Property & Casualty Insurance license is preferred, but we will license and train and license the right candidate .
• Must also obtain a Life Insurance License within 90 days of onboarding.
• Positive, enthusiastic, and coachable attitude.
• Strong customer service, sales, and communication skills.
• Ability to multitask, follow through, and follow up effectively.
• Goal-oriented and self-driven with leadership potential.
• Must be able to work on-sitethis is not a remote position.

Apply Today!

This is a career opportunity that will set you on the path to success! If youre ready to make a real impact on peoples lives, apply now and complete the required assessment to move forward.

THIS IS THE CAREER MOVE YOU WILL BE GLAD YOU MADE!