Sales Processor and Onboarding Specialist

Allstate Insurance Agency - Gregg Blanchard; Town of Florida (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Performance bonus

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

Allstate Insurance Agency – Gregg Blanchard in Florida seeks a motivated Sales Processor and Onboarding Specialist to join our team. You will handle new policy applications, guide clients through onboarding, and support the sales team to drive performance.

We value accuracy, strong communication, and a client‑facing approach. The role offers a collaborative, fast‑paced environment with opportunities for professional growth and a path to flexible scheduling where possible.

Qualifications

• Prior experience in insurance, sales support, or client onboarding preferred.
• Active Florida 2-20 or 4-40 license is a plus (or willingness to obtain).
• Strong attention to detail with excellent organizational and multitasking skills.
• Proficiency with CRM platforms and general computer applications preferred.
• Outstanding verbal and written communication skills.
• Customer-focused mindset with a professional and friendly demeanor.

Responsibilities

• Process new insurance policy applications accurately and efficiently to ensure timely coverage.
• Guide new clients through onboarding, ensuring a smooth and welcoming experience.
• Coordinate with sales agents to manage policy documentation and follow-up tasks.
• Verify client information and ensure compliance with underwriting guidelines.
• Maintain and update client records within agency management systems (CRM).
• Communicate with carriers to confirm policy binding, payments, and issuance.
• Support the sales team with administrative tasks to drive agency performance.

Skills

Attention to detail

Customer service

Communication skills

Organizational skills

Teamwork

Education

Florida insurance license (2-20 or 4-40)

Tools

CRM software

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Training & development
• Vision insurance

About the Role:

Allstate Insurance Agency – Gregg Blanchard is looking for a motivated and detail-oriented Sales Processor and Onboarding Specialist to join our growing team in Palm Beach Gardens, FL. This is an exciting opportunity to play a key role in delivering a seamless client experience from the very first interaction. If you thrive in a fast-paced environment and love helping people, we want to hear from you!

Responsibilities:

• Process new insurance policy applications accurately and efficiently to ensure timely coverage
• Guide new clients through the onboarding process, ensuring a smooth and welcoming experience
• Coordinate with sales agents to manage policy documentation and follow-up tasks
• Verify client information and ensure compliance with underwriting guidelines
• Maintain and update client records within agency management systems (CRM)
• Communicate with carriers to confirm policy binding, payments, and issuance
• Support the sales team with administrative tasks to drive overall agency performance

Requirements:

• Prior experience in insurance, sales support, or client onboarding preferred
• Active Florida 2-20 or 4-40 insurance license is a plus (or willingness to obtain)
• Strong attention to detail with excellent organizational and multitasking skills
• Proficiency with CRM platforms and general computer applications preferred
• Outstanding verbal and written communication skills
• Customer-focused mindset with a professional and friendly demeanor
• Ability to work independently and collaboratively in a team environment

About Us:

Allstate Insurance Agency – Gregg Blanchard is a trusted local insurance agency proudly serving the Palm Beach Gardens community and surrounding areas. Our clients count on us for personalized coverage solutions and exceptional service they can rely on. We foster a supportive, team-oriented workplace where our employees are empowered to grow their careers and make a real difference every day.