Unlicensed Insurance Agency Support Specialist

Allstate Insurance Agency - J. Biscoe

Unlicensed Insurance Agency Support Specialist

Cedar Park, TX
Part Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Opportunity for advancement

    Training & development

    We are seeking an organized and customer-focused individual to join our team as an Unlicensed Insurance Agency Support Specialist. In this role, you will play a vital part in our daily agency operations by assisting with onboarding new clients, managing cancellation and pending cancellation lists, processing incoming mail, and welcoming walk-in customers. While a license is not required, strong communication and administrative skills are essential.

    Key Responsibilities:

    Assist with the onboarding process for new clients, including collecting documentation and entering client data accurately

    Monitor and work cancellation and pending cancellation lists to help retain business and support the service team

    Receive, sort, and distribute incoming mail and ensure documents are scanned and routed correctly

    Greet and assist walk-in clients professionally and promptly

    Support agency staff with clerical tasks and follow-ups as needed

    Maintain confidentiality and handle sensitive client information with care

    Qualifications:

    High school diploma or equivalent required

    Previous administrative or customer service experience preferred

    Excellent communication skills, both written and verbal

    Strong attention to detail and ability to follow processes

    Professional, positive attitude and team-oriented mindset

    Comfortable working in a fast-paced environment with multiple tasks

    Proficiency with Microsoft Office and willingness to learn agency management software

    Why Join Us?

    Supportive and collaborative team environment

    Opportunity to learn and grow within the insurance industry

    No evenings or weekends

    Make a meaningful impact by supporting families and protecting what matters most

    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.