Allstate Insurance Company

  • 2019 Texas Territory 3 Workflow

    Job Locations US-Texas Region
    Job ID
    Sales/Customer Service
  • Overview

    Purpose of Position
    Assist in planning, measuring and implementation of sales goals for the office. Licensed Sales Professionals are also responsible for assisting in management of specific processes as well as servicing existing customers.
    Care, sell, quote close - provide education to customers and prospects as to possible solutions to customer needs.

    License Requirements
    P&C and Life & Disability licenses.


    Minimum Performance Requirements
    Will be determined by agency principal and staff, and updated monthly. Monthly goal of 40 P&C items and 2 life applications issued with a minimum of 30 P&C items and 2 life applications issued monthly to receive quarterly variable bonus.


    Essential Functions

    • Complete daily activity log each morning, deliver to agency principal 
    • Provide new business log to Agency Owner at end of each day
    • Enter all financial services follow-ups into eAgent (or other system) each day 
    • Contact customers to obtain and verify appointments
    • Make agency principal aware of any situation that should be monitored concerning any customer having suspicious or frequent claims
    • Write new business applications using checklist
    • Provide Agency Owner/Marketing Manager with a copy of each application done upon issuance, along with policy number and email address(es)
    • Cross-sell existing customers
    • Comply with Allstate RMPs, T-doc and office procedures
    • Issue a minimum of 30 P&C items and 2 life applications per month
    • Handle service work as necessary
    • Actively train and improve sales and product knowledge skills 
    • Assist in training other employees
    • Improve sales of all lines, retention, cross-sell ratio and customer satisfaction, and reduce loss ratio while doing service work
    • Participate in community events, as necessary
    • Market to realtors, mortgage brokers and apartment owners
    • Write all brokered business for the agency that accommodates existing customers (e.g., GeoVera, Hagerty, American Modern, Griffin, NE Agencies, NW Agencies)
    • Responsible for essential functions on Customer Care Professional job description 
    • Handle additional duties as assigned or needed
    • Maintain a positive and self-motivated attitude


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