Allstate Customer Service & Cross-sale Agent

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.

Our on‑site Relationship Manager (Inside Sales & Service Agent) role goes beyond answering phones, setting appointments, and processing payments. It involves conducting in‑depth policy reviews
, making tailored recommendations
, and cross‑selling to existing clients.

All applicants must complete a quick online assessment to be considered.

• Conduct annual policy reviews with clients and onboarding reviews with new clients, ensuring proper coverage and offering additional services.
• 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 additional policy offerings.
• Multitask effectively to handle client communications via phone, email, text, and voicemail.

• Annual base salary + commission + bonus opportunities (monthly & yearly).
• Health insurance and supplemental coverage (accident, critical illness, dental, vision, disability, life).
• SIMPLE IRA with 3% match.
• Flexible hours;
  Monday‑Friday schedule.
• Paid vacation, PTO, and evenings off.
• Hands‑on training and career growth opportunities.
• Retirement plan and insurance discounts.
• Competitive compensation and incentive structure.

• Preferred:
  Property & Casualty Insurance license (we will license and train if needed).
• Must 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, self‑driven, with leadership potential.
• Must be able to work on‑site (this is not a remote position).