Onboarding & Policy Processing Specialist

Allstate Insurance Agency - Gregg Blanchard; Palm Beach Gardens, 33410, FL, US; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Vision insurance

Paid time off

On-the-job training

Job summary

Allstate Insurance Agency - Gregg Blanchard is hiring an Onboarding/Processing Specialist in-office to welcome new clients and manage onboarding documents and policies.

You will support processing, document verification, and collaboration with sales agents to transition accounts into active policies, with training provided and a strong emphasis on customer service.

Qualifications

• Licensing requirement for P&C or Personal Lines license.

Responsibilities

• Welcoming New Clients: provide onboarding experience for new policyholders.
• Document Processing: collect, verify, and process onboarding documents and signatures.
• Pipeline Management: monitor new business applications and underwriting requirements.
• Customer Service: answer calls and messages, address setup concerns.
• Client File Maintenance: keep accurate electronic records of client interactions.
• Product Knowledge: learn insurance products to answer coverage questions.
• Team Collaboration: work with sales agents to transition accounts to active policies.

Skills

Detail-oriented

Communication skills

Team player

Coachability

Positive attitude

Education

P&C license (or Personal Lines license)

Job description

Job description

Onboarding/Processing Specialist

Looking for a fun and fast-paced environment with awesome teammates? Looking to earn cash bonuses monthly beyond your salary and benefits?

The Gregg Blanchard Allstate Agency is one of the largest and fastest-growing Allstate Agents in the country. We rank in the Top 1% of High Performing Agents in the USA, making us a multiple award winner for all who join our team. Come join the new breed of Insurance Professionals who will have the opportunity to work at a high level of success with our new hyper-growth performance model.

We want highly motivated, organized, and determined job seekers to APPLY TODAY. No matter your prior experience, we'll invest in your success. We understand that it takes time to develop the proper skills, grasp industry systems, and excel in this field. We provide our new team members with ongoing training and support on their path to success so they can best serve our customers. If you are willing to learn and 100% interested in a fun, fast-paced environment, we have the career for you!

Responsibilities

Welcoming New Clients: Provide a world-class onboarding experience for new policyholders, walking them through their new coverage and ensuring a seamless transition.

Document Processing: Collect, verify, and process necessary onboarding documents, trailing documents, and signatures required to finalize new business policies.

Pipeline Management: Monitor new business applications closely, ensuring all underwriting requirements are met and deadlines are satisfied.

Customer Service: Answer incoming client calls and digital messages, addressing policy setup concerns and delivering exceptional service.

Client File Maintenance: Keep accurate, up-to-date client electronic records, logging all phone calls, emails, and interactions between clients and sales agents.

Product Knowledge: Learn our insurance products inside and out to confidently answer coverage setup and processing questions.

Team Collaboration: Work hand-in-hand with sales agents to smoothly transition accounts from the "sold" phase into active, fully compliant policies.

Requirements

Licensing: A Property & Casualty (P&C) license or Personal Lines license is required prior to the start date.

Detail-Oriented: Exceptional organizational skills with a strong ability to multi-task, follow through, and follow up on pending paperwork.

Coachability: Possess a genuine willingness to learn, be intuitive, resourceful, and open to continuous training.

Positive Attitude: Maintain an upbeat, enthusiastic, and empathetic attitude with customers and teammates at all times.

Communication Skills: Excellent interpersonal skills and professional phone/email etiquette.

Team Player: Strong work ethic and ability to work cohesively within a fast-moving, high-performing team environment.

Job Details

Job Type: Full-time

Salary + Bonus: $42,000.00 - $65,000.00 per year

Experience Level: 1 year of office, processing, or insurance experience preferred

Shift: 8-hour shift

Weekly Day Range: Monday to Friday

Work Location: In-office

Benefits

Dental insurance

Flexible schedule

Health insurance

On-the-job training

Paid time off

Vision insurance

The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.