Allstate Financial Services, LLC

Insurance

• Serve as the first point of contact for clients by phone, in person, and online
• Handle paperwork, policy updates, inspections, and follow-ups
• Ensure accurate data entry and documentation
• Assist with billing, payments, and service requests
• Identify client needs, uncover opportunities, and refer clients to licensed agents
• Learn to turn everyday conversations into revenue opportunities
• Obtain a Property & Casualty or Personal Lines Insurance License within 21 days
• Transition from part-time Insurance Office Coordinator to full-time Licensed Service Agent
• Manage client relationships and service needs
• Generate referrals, cross-sell, identify coverage gaps, and contribute to agency revenue and growth
• Progress toward Account Manager or sales roles with new business and uncapped earning potential

Bilingual Insurance Office Coordinator – Licensed Service & Sales Role