Insurance Client Success Manager - Growth & Training

Allstate Agency of Jared Burns-Coffin; Walnut Creek (CA); On-site; USD 25,000 - 44,000; Full time

Benefits offered by this job

401k with match

Health insurance

Dental insurance

Vision insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Allstate Agency of Jared Burns-Coffin is seeking a qualified Insurance Customer Service Account Manager to join a locally trusted brand with national backing. You will build relationships, educate clients on insurance options, and support growth through value-based conversations and excellent service.

If you are energetic, self-driven, and able to multitask in a fast-paced environment, this role offers strong income potential, comprehensive benefits, and opportunities for advancement within the

Qualifications

• Sales experience preferred
• Excellent written and verbal communication
• Interest in educating customers about insurance options
• Ability to multi-task in a fast-paced environment
• Customer-focused and solution-oriented mindset
• Organizational skills and self-motivation

Responsibilities

• Establish customer relationships and follow up with customers as needed
• Educate customers on insurance options using a needs-based approach
• Work with the agent to meet marketing goals
• Schedule appointments and identify customer needs for appropriate products
• Educate prospective customers on protecting families and assets with Allstate products
• Proactive outreach to service existing client accounts and perform policy reviews
• Maintain a strong work ethic and commitment to success

Skills

Sales experience

Communication skills

Customer-focused

Organizational skills

Self-motivated

Problem solving

Marketing mindset

Job description

Allstate Agency of Jared Burns-Coffin is seeking a qualified Insurance Customer Service Account Manager to join a locally trusted brand with national backing. You will build relationships, educate clients on insurance options, and support growth through value-based conversations and excellent service.

If you are energetic, self-driven, and able to multitask in a fast-paced environment, this role offers strong income potential, comprehensive benefits, and opportunities for advancement within the