Office Representative

Tyler Johnson Insurance - Allstate

Office Representative

Walnut Creek, CA
Paid
  • Responsibilities

    Benefits:

    Simple IRA

    Licensing paid by agency

    Bonus based on performance

    Competitive salary

    Dental insurance

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    Vision insurance

    About the Role: Our Allstate agency is looking for a motivated Office Representative who enjoys connecting with people and helping them find the right insurance coverage. This role focuses on sales and relationship building while providing customers with clear guidance on protection options for their homes, vehicles, and families.

    If you are someone who enjoys conversations, building trust with customers, and working toward goals, this position offers an opportunity to grow within a well-known insurance brand.

    Position Overview: As an Office Representative, you will work with prospective and current customers to discuss coverage options, provide quotes, and help them make informed decisions about their insurance needs. You will also follow up on leads and build long-term relationships that support the continued growth of the agency.

    Responsibilities:

    Generate insurance quotes and present coverage options to customers

    Follow up on leads, referrals, and new business opportunities

    Conduct conversations with customers to identify their protection needs

    Assist customers in selecting policies that fit their situation and budget

    Maintain accurate records and follow agency sales processes

    Build lasting relationships that lead to customer retention and referrals

    Qualifications:

    Sales or customer service experience preferred

    Insurance experience helpful but not required

    Strong communication and relationship-building skills

    Self-motivated with a goal-oriented mindset

    Organized and able to manage multiple conversations and follow-ups

    Willingness to obtain insurance licensing if not already licensed

    Compensation & Opportunity:

    Competitive base pay with performance incentives

    Licensing assistance and training available

    Career growth opportunities within the agency

    Supportive team environment