Executive Insurance Assistant Job at Allstate Insurance Agency - Ann-Marie Batte

Benefits:

• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• Wellness resources

Position Overview:
An established and growing Allstate Insurance Agency is seeking a highly motivated and detail-oriented Executive Insurance Assistant to provide exceptional administrative and operational support to the agency owner and leadership team. This role involves managing day-to-day operations, supporting client interactions, and ensuring the agency operates efficiently and compliantly. The ideal candidate will have a background in insurance or financial services, a strong customer service mindset, and a passion for helping clients protect what matters most.

Key Responsibilities:

1. Agency Operations Support:
   
   • Manage the agency owners schedule, including meetings, calls, and community events.
2. • Prepare and submit insurance applications, endorsements, and renewals accurately and efficiently.
3. • Maintain organized files for client policies, claims, and other agency documents in compliance with Allstate standards.
5. Client Relations:
   
   • Serve as the first point of contact for clients, answering inquiries and directing them to the appropriate team member.
6. • Provide exceptional customer service by handling policy changes, billing questions, and claim follow-ups.
7. • Ensure a professional and welcoming experience for clients visiting the agency.
9. Sales Support:
   
   • Assist with preparing and delivering insurance quotes for auto, home, life, and other products offered by Allstate.
10. • Track leads and follow up with prospects on behalf of the agency owner or licensed producers.
11. • Generate reports on sales metrics and policy renewals to assist with strategic planning.
13. Compliance and Record-Keeping:
    
    • Monitor and maintain compliance with Allstate policies and state insurance regulations.
14. • Ensure deadlines for renewals, audits, and licensing are met.
15. • Accurately manage client information in Allstate systems, including eAgent and other proprietary tools.
17. Marketing and Community Engagement:
    
    • Support the agencys marketing efforts, including social media content creation and event planning.
18. • Assist in coordinating community involvement initiatives, such as sponsorships or local events.
19. • Create client-facing materials such as newsletters or policy reviews to enhance engagement.

Qualifications:

• High school diploma or equivalent; bachelors degree preferred.
• Previous administrative or insurance experience, especially in an Allstate agency, is highly desirable.
• Active state insurance licenses (or willingness to obtain them).
• Proficiency in Microsoft Office Suite and Allstate-specific tools like eAgent, Ivans, or Allstate Lead Manager.
• Exceptional organizational and time management skills.
• Strong written and verbal communication abilities.

Key Competencies:

• Customer-focused mindset with a commitment to delivering top-notch service.
• Ability to manage multiple priorities in a fast-paced environment.
• Problem-solving and attention to detail.
• High degree of professionalism, discretion, and confidentiality.

Why Join Our Allstate Agency?

• Work with a dynamic and supportive team passionate about protecting clients.
• Competitive salary with opportunities for performance-based bonuses.
• Access to professional development and licensing support.
• Opportunity to make a meaningful impact in the local community.

If you are an organized, driven professional who enjoys working in a customer-focused environment, apply today to join our Allstate Agency as an Executive Insurance Assistant!