Insurance Service Manager

WE ARE INITIALLY INTERVIEWING ON ZOOM! PLEASE BE ABLE TO INTERVIEW ON ZOOM!

A Local Allstate Insurance Agency in Georgetown, Texas is looking to hire a highly-motivated individual.

As an Customer Service Manger your primary responsibility is to ensure the agency runs efficiently and meets goals. You’ll lead and develop a small service team, oversee daily servie operations, support the owner with individual service goals, and help the agency reach Allstate benchmarks.

As a valued member of our team, you are eligible to enjoy the following benefits:

• $60,000 - $65,000 ANNUAL BASE PAY UNCAPPED COMMISSIONS & BONUSES
• $90,000-$100,000 TOTAL COMPENSATION WITH COMMISSION IF YOU CAN BE COACHED
• YES WE OFFER BASE PAY!
• MEDICAL/DENTAL/VISION
• 3% Matching SIMPLE IRA
• Get paid to learn
• Vacation and Sick Days
• MONDAY - FRIDAY DAYTIME HOURS
• NO LATE NIGHTS OR WEEKENDS!

Customer Service Manager Responsibilities:

• Team Leadership
• Supervise a small but very seasoned service team.
• Work with management to set and track monthly, quarterly, and annual goals.
• Conduct monthly 1-on-1s with staff for feedback and development.
• Complete all HR responsibilities for the service team as needed, including hiring, onboarding, disciplinary plans, and performance improvement plans (PIPs).
• Oversee daily service operations: policy service, renewals, claims, and client onboarding.
• Ensure compliance with Allstate and state regulations.
• Work with the managment team to create and improve service procedures for efficiency.
• Regularly evaluate workflows, identify bottlenecks, and initiate efficiency or automation projects in the service deparmtnet.
• Produce weekly/monthly performance dashboards for service metrics.
• Inform the owner immediately of any E&O issues and steps taken to address them.
• Master all product line coverages, options, and features. Know the Risk Management Policies (RMPs) inside and out. Be able to clearly explain them to agency team members and new hires. Maintaining compliance at all times is key to writing clean, profitable new business. Stay up to date on all agency and carrier regulatory requirements.
• Monitor expenses and keep operations within budget for th service team.
• Contribute to achieving 20% YOY growth and 87% retention.
• Sales, Service & Retention
• Help the team meet or exceed monthly inside sales and retention goals.
• Personally contribute to sales/retention as needed ($20,000/month premium goal).
• Keep retention above 85% across all locations.
• Review calls and provide coaching to improve results.
• Goal Tracking & Reporting
• Provide weekly performance reports to the owner.
• Meet with the owner bi-monthly to review progress and strategies.

Service Manager Requirements:

• NO NEED TO APPLY IF YOU HAVE A HISTORY OF 3-6 MONTHS AT MULTIPLE JOBS OR DON’T HAVE AN UP TO DATE RESUME
• 5 YEARS OF PREVIOUS INSURANCE (ORE RELATED FIELD) SERVICE EXPERIENCE - REQUIRED
• 2 YEARS OF MANAGEMENT EXPERIENCE -PREFERRED
• ACTIVE GENERAL LINES PROPERTY & CASUALTY INSURANCE LICENSE - REQUIRED
• Must be organized, able to multitask, and efficient
• Must be self-motivated, reliable and have a positive attitude
• PC skills
• Possess a genuine and willingness to coach, lead, and train
• Excellent skills in communication and presentation
• Proven track record of regular monthly sales of $20,000 in monthly premium
• Proven leadership/management experience, ideally in insurance.
• Strong operational, and customer service knowledge.
• Exceptional organizational, communication, and coaching skills.
• Proficient in Allstate systems. - preferred
• Analytical, positive, and self-motivated.
• Willingness to travel between all Agency locations.

MUST BE ABLE TO INTERVIEW OVER ZOOM TO WORK IN-PERSON IN THE GEORGETOWN, TX 78628 OFFICE

Driving distance near:

Round Rock, Jarrell, Weir, Santa Rita Ranch, Cedar Park, Hutto, Wells Branch

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a local agent, not with any corporate entity. Employees of agents must be able to successfully complete any applicable licensing requirements and training programs. Agents are independent owners who hire their own employees. Agents’ employees are not employees of any corporate entity.

Job Type: Full-time

Pay: $90,000.00 - $100,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• This position is in the Georgetown, TX 78628 office. How far, in minutes, is your daily commute to Georgetown, TX 78628 area?
• This position requres a mix of service, managment, and training skills, please brifly explain your most recent service lead or managment expereince:

Experience:

• Customer retention: 1 year (Preferred)
• Property and Causality Insurance Service: 3 years (Required)

License/Certification:

• Property & Casulaty Insurance Sales License (Required)

Work Location: In person

Salary : $60,000 - $65,000