Allstate Customer Service Agent

Skip Ivery Agency; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Annual base salary + commission

Health insurance

Flexible hours

Paid vacation and PTO

Hands-on training

Job summary

Skip Ivery Agency in Westerville, Ohio, is seeking an on-site Relationship Manager to enhance customer satisfaction through policy reviews and tailored insurance recommendations. Responsibilities include processing customer requests, assisting with claims, and cross-selling various insurance products.

Ideal candidates will have strong customer service skills, the ability to multitask, and a positive attitude. The role offers a base salary with commission, health benefits, and opportunities for career growth.

Qualifications

• Positive, enthusiastic, and coachable attitude.
• Ability to multitask and follow up effectively.
• Goal-oriented and self-driven with leadership potential.

Responsibilities

• Conduct annual policy reviews with clients and new onboarding.
• Identify and cross-sell bundling opportunities for insurance.
• Process customer policy change requests accurately.
• Handle incoming claims calls and assist customers.
• Discuss billing concerns and accept payments.

Skills

Customer service skills

Sales skills

Communication skills

Education

Property & Casualty Insurance license

Life Insurance License (required within 90 days)

Job description

About Us

We are a high‑performing and customer‑focused insurance agency, consistently ranked in the top 2% of Allstate agents for customer satisfaction and growth. Our mission is to help individuals, families, and small businesses protect and grow their assets while providing exceptional service.

Position Overview

Our on‑site Relationship Manager (Inside Sales & Service Agent) role goes beyond answering phones, setting appointments, and processing payments. It involves conducting in‑depth policy reviews, making tailored recommendations, and cross‑selling to existing clients.

All applicants must complete a quick online assessment to be considered.

Responsibilities

• Conduct annual policy reviews with clients and onboarding reviews with new clients, ensuring proper coverage and offering additional services.
• Identify and cross‑sell bundling opportunities for home, auto, and life insurance.
• Process customer policy change requests and endorsements accurately.
• Handle incoming claims calls and assist customers with their claims process.
• Discuss billing concerns and accept customer payments.
• Provide exceptional customer service, ensuring high retention and satisfaction with additional policy offerings.
• Multitask effectively to handle client communications via phone, email, text, and voicemail.

Benefits

• Annual base salary + commission + bonus opportunities (monthly & yearly).
• Health insurance and supplemental coverage (accident, critical illness, dental, vision, disability, life).
• SIMPLE IRA with 3% match.
• Flexible hours; Monday‑Friday schedule.
• Paid vacation, PTO, and evenings off.
• Hands‑on training and career growth opportunities.
• Retirement plan and insurance discounts.
• Competitive compensation and incentive structure.

Requirements

• Preferred: Property & Casualty Insurance license (we will license and train if needed).
• Must obtain a Life Insurance License within 90 days of onboarding.
• Positive, enthusiastic, and coachable attitude.
• Strong customer service, sales, and communication skills.
• Ability to multitask, follow through, and follow up effectively.
• Goal‑oriented, self‑driven, with leadership potential.
• Must be able to work on‑site (this is not a remote position).