Insurance Office Administrator

We are seeking a highly organized and detail-oriented Insurance Office Administrator to help improve and maintain our internal systems and support the sales team. This position will focus on organizing and cleaning up existing client and policy information, ensuring records are accurate and up to date, and creating an efficient sales pipeline to help the team track leads and follow-ups.

Key Responsibilities:

• Review, clean, and organize existing customer and insurance records.
• Maintain accurate and up-to-date information within company systems.
• Identify and correct duplicate, outdated, or incomplete records.
• Create and manage a structured sales pipeline for the insurance sales team.
• Organize leads based on status, follow-up needs, and sales opportunities.
• Track customer interactions, appointments, quotes, and follow-ups.
• Ensure sales team members have clear visibility into leads and upcoming opportunities.
• Develop and maintain organized administrative processes to improve efficiency.
• Assist insurance agents with administrative and customer-related tasks.
• Prepare reports and updates on leads, pipeline activity, and outstanding follow-ups.
• Help establish consistent procedures for entering and managing client information.
• Maintain confidentiality and accuracy when handling customer and insurance information.

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.