Insurance Account Manager - Licensed Insurance Experience Required

• Bonus based on performance
• Competitive salary
• Dental insurance
• Employee discounts
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Parental leave
• Training & development
• Vision insurance
• Wellness resources
• Free food & snacks
• Paid time off

• Competitive base pay plus uncapped commission — your ceiling is your effort.

• $500 Fast Track Bonus for producing 100 items within your first 90 days.

• Monthly performance bonuses.

• Quarterly bonus opportunities.

• Elite status incentives — earn additional PTO for every month you finish in Elite standing.

• Company-paid travel opportunities — up to $2,500 per quarter for Elite performers.

• Competitive health, dental, and vision insurance options.
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• Life insurance benefits.

• 3 weeks paid time off during your first 3 years 

• Paid holidays.

• Your birthday off.

• PTO increases with tenure.

• Performance-based remote work flexibility.

• Warm leads provided daily.

• No cold calling required.

• Comprehensive on-the-job training.

• Continuous learning and development through Allstate University.

• Positive, goal-driven work environment.

• Clear path to Senior Producer or leadership roles.

• Develop and maintain strong relationships with existing clients to ensure ongoing satisfaction, loyalty, and retention.

• Proactively reach out to clients to assess their needs, address concerns, and provide solutions.

• Manage service-driven referrals and convert them into sales opportunities.

• Follow up on warm leads provided through agency sources, existing clients, and internal referrals.

• Cross-sell during client interactions, including auto, home, renters, umbrella, life, and other applicable products.

• Help protect customers by recommending additional insurance products that meet their needs.

• Retain clients who are attempting to cancel by identifying solutions and preserving agency relationships.

• Educate customers and prospective customers on how to protect their families, assets, and financial future.

• Conduct semi-annual reviews for insureds during renewal periods.

• Analyze client feedback, account activity, and retention trends to identify opportunities for improvement.

• Create and support retention strategies to reduce churn and increase client loyalty.

• Identify coverage gaps and recommend appropriate solutions.

• Collaborate with Service Representatives and other team members to resolve client issues and enhance the customer experience.

• Partner with Service Representatives to maximize referrals and account growth.

• Maintain accurate notes, follow-ups, and documentation in agency systems.

• Adhere to compliance and underwriting requirements in accordance with state and federal law, insurer guidelines, and agency policy.

• Participate in required training, coaching, performance reviews, and development courses.

• Achieve a minimum of 20 Allstate items per month.

• Achieve a minimum of one life insurance policy per quarter.

• Consistently meet or exceed agency sales, retention, referral, and client relationship goals.

• Support agency growth through upselling, cross-selling, proactive account management, and client education.

• Maintain strong performance standards in sales, compliance, documentation, and client service.

• Minimum of 1 year of proven experience in insurance account management, insurance sales, client retention, or a similar licensed insurance role.

• Active Personal Lines or Property & Casualty Insurance License required.

• Candidates with a Personal Lines Insurance License will be required to have an active Life Insurance License. 

• Familiarity with insurance products, policy servicing, underwriting requirements, and regulatory compliance.

• Proven ability to meet or exceed sales and service goals.

• Strong client relationship management and retention skills.

• Excellent communication and interpersonal skills.

• Strong problem-solving abilities and attention to detail.

• Ability to multitask, follow through, and follow up consistently.

• Strong organizational and time management skills.

• Experience using insurance management systems, CRM tools, and Microsoft Office applications.

• Ability to work independently and as part of a team.

• Ability to work effectively in a hybrid environment.

• Bachelor’s degree in Business, Marketing, Finance, Insurance, or related field preferred; relevant experience may substitute for degree.

• Proficiency in other languages preferred.

• Strong sales, cross-selling, and business development skills.

• Excellent client relationship management and retention abilities.

• Ability to generate referrals and identify growth opportunities from service interactions.

• Ability to coach, encourage, and motivate Service Representatives.

• Effective communication, negotiation, and problem-solving skills.

• Detail-oriented with strong organizational and time management abilities.

• Ability to analyze account performance, client feedback, and retention trends.

• Comfortable working in a fast-paced, goal-driven environment.

• Ability to provide trusted advice and increase the customer’s understanding of the value of insurance.

• Results-driven, proactive, and goal-oriented.

• Professional, accountable, and dependable.

• High level of integrity and commitment to compliance.

• Positive attitude and team-focused mindset.

• Adaptable and able to handle multiple accounts and priorities at once.

• Motivated by growth, commission, bonuses, and advancement opportunities.

• Comfortable being measured by performance, production, retention, and client outcomes.

• Must maintain a valid Personal Lines or Property & Casualty Insurance License as required by state regulations.

• Must follow all insurance, regulatory, carrier, and agency compliance requirements.

• Must maintain accurate documentation and uphold agency standards for client communication, sales, retention, and service.

• Hybrid work schedule as determined by management.

• Performance-based remote flexibility.

• Standard office environment with occasional remote work.

• Flexible work hours may be available based on performance and business needs.

• May require extended hours during peak business periods.

• Prolonged periods of sitting and computer work.

• Ability to communicate clearly by phone, video, and email.

• Occasional lifting of materials up to 10 pounds.

Flexible work from home options available.

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.