Allstate Licensed Customer Service/Sales Professional

Tampabay Insurance Partners an Allstate Agency; Lutz (FL); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Retirement Plan

Flexible Schedule

Career Growth Opportunities

Birthday & Work Anniversary Celebr?

Free Coffee

Mentorship with Established Agent

Job summary

Tampabay Insurance Partners in Lutz, Florida is looking for a Licensed Sales Professional who will help families protect their biggest investments through education, empathy, and tailored solutions. You will connect with prospective clients, review policies, and maintain accurate records while meeting monthly sales goals.

The role focuses on building relationships within the local community, with a collaborative, growth-minded team in a friendly Allstate agency environment.

Qualifications

• Current Florida Property and Casualty (2-20) or Personal Lines (20-44) or (4-40) license.
• Demonstrated ability to identify client needs and provide tailored insurance solutions.
• Strong communication skills with a focus on building rapport and active listening.
• Comfort working with agency management systems and digital lead management platforms.
• Strong organizational habits and attention to detail when managing a client pipeline.

Responsibilities

• Connect with prospective clients to explain coverage options and guide them toward the right protection.
• Review existing client policies to ensure they are adequately protected against life's unexpected events.
• Navigate our database to maintain accurate records and ensure timely follow-ups on all inquiries.
• Educate customers on the value of different insurance products, moving beyond price to focus on comprehensive security.
• Collaborate with the broader team to share best practices and contribute to our local community presence in Lutz.
• Meet monthly sales goals while maintaining a high standard of ethics and client service.

Skills

Florida license 2-20

Personal Lines 20-44

Personal Lines 4-40

Communication skills

Active listening

CRM systems

Lead management

Client needs analysis

Tools

Agency management systems

Job description

Job Description

Welcome to Tampabay Insurance Partners, an Allstate agency nestled in the heart of Lutz, Florida. We believe that insurance is about more than just premiums and policies; it is about providing peace of mind to our neighbors and friends. Our office is a warm, collaborative space where we prioritize genuine human connection over cold transactions. When you join our team as a Licensed Sales Professional, you aren't just selling a product—you are helping families protect their biggest investments and their futures. We take a different approach here, focusing on education, empathy, and building long-lasting relationships that span years. We value your unique perspective and encourage you to bring your authentic self to every conversation you have with our clients. If you are an energetic, curious person who loves helping others find clarity in the complex world of insurance, you will find a supportive home with us. We are growing quickly and are excited to find someone who is ready to grow right alongside us, making a tangible difference in our local community every single day.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Hands on Training
• Retirement Plan
• Flexible Schedule
• Career Growth Opportunities
• Birthday & Work Anniversary Celebrations
• Free Coffee
• Mentorship with Established Agent

Responsibilities

• Connect with prospective clients to explain coverage options and guide them toward the right protection.
• Review existing client policies to ensure they are adequately protected against life's unexpected events.
• Navigate our database to maintain accurate records and ensure timely follow-ups on all inquiries.
• Educate customers on the value of different insurance products, moving beyond price to focus on comprehensive security.
• Collaborate with the broader team to share best practices and contribute to our local community presence in Lutz.
• Meet monthly sales goals while maintaining a high standard of ethics and client service.

Requirements

• Current Florida Property and Casualty (2-20) or Personal Lines (20-44) or (4-40) Customer Service Representative insurance license.
• Demonstrated ability to identify client needs and provide tailored insurance solutions.
• Strong communication skills with a focus on building rapport and active listening.
• Comfort working with agency management systems and digital lead management platforms.
• Strong organizational habits and attention to detail when managing a client pipeline.
• Previous experience working in an insurance agency environment is helpful but not required.