We are seeking an enthusiastic, organized, and motivated Insurance Sales & Customer Service Representative to join our growing team. We are a high-producing Allstate agency that operates in a fast-paced, team-oriented environment.
This position is primarily a sales role focused on helping customers protect what matters most while generating new business through agency-provided leads, customer referrals, cross-selling opportunities. While customer service is part of this position, service responsibilities are primarily limited to supporting our Customer Service Representatives during vacations, staffing shortages, or periods of unusually high call volume.
If you enjoy building relationships, helping customers, and being rewarded for your performance, we'd love to meet you.
Sales Responsibilities
- Generate new business through agency-provided leads, customer referrals, and cross-selling opportunities.
- Contact and follow up on agency leads in a timely and professional manner.
- Conduct insurance reviews to identify coverage gaps and additional insurance needs.
- Cross-sell additional insurance products to existing customers based on their individual needs.
- Develop referral opportunities through exceptional customer service and relationship building.
- Follow up on win-back opportunities with previous customers.
- Present and explain insurance policy options based on each customer's needs and personal goals.
- Meet and exceed monthly sales and production goals.
- Help protect customers by recommending Allstate products tailored to their needs.
Customer Service Support
Although sales is the primary focus of this position, this role will assist our Licensed Customer Service Representatives when needed by:
- Answering inbound customer calls.
- Assisting customers with billing questions and payments.
- Processing policy changes and endorsements.
- Providing prompt, accurate, and friendly customer service.
- Supporting the service team during vacations, staffing shortages, or periods of high call volume.
Job Requirements
- Active South Carolina Property & Casualty License (Required)
- Minimum one year of insurance, customer service, or sales experience preferred.
- Strong communication, relationship-building, and active listening skills.
- Excellent phone etiquette.
- Ability to build trust and develop lasting customer relationships.
- Comfortable working toward sales and production goals.
- Highly organized with excellent time management skills.
- Ability to multitask in a fast-paced environment.
- Familiarity with CRM systems and office technology.
- Self-motivated, coachable, and goal-oriented.
- Ability to pass a criminal background check.
Compensation & Benefits
- Competitive base salary paid bi-weekly.
- Uncapped commission opportunities.
- Monthly and quarterly bonus opportunities.
- Paid training and ongoing coaching.
- Monday–Friday schedule (8:00 AM – 5:00 PM).
- 15 days of PTO annually
- Opportunities for career advancement within the agency.
Why Join Our Team?
- Work with an established customer base and agency-provided leads.
- Sales-focused role with only occasional customer service responsibilities.
- Dedicated service team allows you to spend more time selling and building relationships.
- In-house Financial Specialist creates additional income opportunities through referrals.
- Family-owned agency committed to helping customers protect what matters most.
- Supportive, team-oriented culture with ongoing coaching and professional development.
Job Types: Full-time, Permanent
Pay: Up to $130,000.00 per year
Benefits:
Experience:
- Customer service: 1 year (Required)
License/Certification:
- South Carolina Property & Casualty License (Required)
Work Location: In person
