Sales Processor and Onboarding Specialist

Allstate Insurance Agency - Gregg Blanchard

Sales Processor and Onboarding Specialist

Palm Beach Gardens, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Competitive salary

    Dental insurance

    Flexible schedule

    Health insurance

    Paid time off

    Training & development

    Vision insurance

    About the Role:

    Allstate Insurance Agency – Gregg Blanchard is looking for a motivated and detail-oriented Sales Processor and Onboarding Specialist to join our growing team in Palm Beach Gardens, FL. This is an exciting opportunity to play a key role in delivering a seamless client experience from the very first interaction. If you thrive in a fast-paced environment and love helping people, we want to hear from you!

    Responsibilities:

    Process new insurance policy applications accurately and efficiently to ensure timely coverage

    Guide new clients through the onboarding process, ensuring a smooth and welcoming experience

    Coordinate with sales agents to manage policy documentation and follow-up tasks

    Verify client information and ensure compliance with underwriting guidelines

    Maintain and update client records within agency management systems (CRM)

    Communicate with carriers to confirm policy binding, payments, and issuance

    Support the sales team with administrative tasks to drive overall agency performance

    Requirements:

    Prior experience in insurance, sales support, or client onboarding preferred

    Active Florida 2-20 or 4-40 insurance license is a plus (or willingness to obtain)

    Strong attention to detail with excellent organizational and multitasking skills

    Proficiency with CRM platforms and general computer applications preferred

    Outstanding verbal and written communication skills

    Customer-focused mindset with a professional and friendly demeanor

    Ability to work independently and collaboratively in a team environment

    About Us:

    Allstate Insurance Agency – Gregg Blanchard is a trusted local insurance agency proudly serving the Palm Beach Gardens community and surrounding areas. Our clients count on us for personalized coverage solutions and exceptional service they can rely on. We foster a supportive, team-oriented workplace where our employees are empowered to grow their careers and make a real difference every day.

    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.