Allstate Insurance Company

  • 2019 Texas Territory 6 Workflow

    Job ID
    2018-2061
    Category
    Sales/Customer Service
  • Overview

    Purpose of Position
    To provide extraordinary service to internal and external customers, provide sales producers with possible sales opportunities and assist in sales and office organization. Our goal is to sincerely sell to customers' needs while pursuing Allstate's marketing focus.

    License Requirements
    P&C and Life & Disability licenses.

    Responsibilities

    Minimum Performance Requirements
    Will be determined by agency principal, and staff and updated monthly. Essential functions listed are primary goals to improve sales and retention

    Qualifications

    Essential Functions

    • Answer phone with a smile each time 
    • Update/endorse customer policies at their direction 
    • Handle billing inquiries, process customer payments
    • Notify Agency Owner of dissatisfied customers and customers at risk of leaving 
    • Report claims
    • Assist in training other employees
    • Review new business log weekly with Agency Owner 
    • Write new business applications using checklist 
    • Cross-sell existing customers
    • Follow up on pending endorsements and applications daily 
    • Handle additional duties as assigned or needed
    • Maintain a positive and self-motivated attitude

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