Benefits:

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Allstate Insurance and Financial Services

About Our Agency

We are a high-performing Allstate Insurance and Financial Services agency committed to delivering exceptional customer service, personalized insurance solutions, and long-term financial protection for our clients. Our agency culture is built on professionalism, accountability, and growth—both for our clients and our team members.

We are seeking a Licensed Inside Service / Sales Professional who is motivated, service-oriented, and eager to build a long-term career within a stable and growing Allstate agency.

Position Overview

The Licensed Inside Service / Sales Professional is responsible for servicing existing clients while also driving new business through cross-selling, up-selling, and proactive outreach. This full-time, in-office role requires strong communication skills, attention to detail, and a passion for helping clients protect what matters most.

You will work closely with the Agency Owner and internal team to meet service standards, retention goals, and sales objectives.

Key Responsibilities

Client Service & Retention

Service existing Allstate customers via phone, email, and text

Handle policy changes, endorsements, billing questions, renewals, and coverage inquiries

Proactively contact clients to prevent cancellations and improve retention

Educate clients on appropriate coverage options and identify protection gaps

Sales & Growth

Cross-sell and up-sell Auto, Home, Renters, Umbrella, and Life insurance products

Quote and bind new business from inbound calls, referrals, and outbound lists

Conduct policy reviews and annual insurance check-ups

Consistently meet or exceed individual and agency production goals

Administrative & CRM Management

Accurately document all client interactions in the agency CRM

Follow Allstate underwriting, compliance, and agency procedures

Collaborate with team members to ensure a seamless customer experience

Required Qualifications

Active California Property & Casualty License (required)

Life & Health License (preferred or willingness to obtain)

Minimum 1 year of insurance sales and/or service experience (Allstate experience a plus)

Strong phone and written communication skills

Ability to manage multiple client interactions in a fast-paced environment

High level of organization, reliability, and professionalism

Desired Skills & Attributes

Sales-driven with a service-first mindset

Coachable and receptive to feedback

Goal-oriented and accountable

Strong objection-handling and problem-solving abilities

Team-oriented with a positive attitude

Compensation & Benefits

Competitive base salary

Uncapped commissions and performance bonuses

Paid training and ongoing coaching

Advancement opportunities within Allstate Insurance and Financial Services

Paid time off and paid holidays (after eligibility period)

Work Schedule

Full-Time, In-Office

Monday through Friday

Occasional flexibility based on business needs

How to Apply

Please submit your resume and include:

Current insurance licenses

Relevant experience

A brief statement on why you are seeking a long-term opportunity with an Allstate agency

The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.