What are the responsibilities and job description for the Insurance Sales Producer position at Michael Morrison Allstate Agency?
Company Description Michael Morrison Allstate Agency is a locally focused insurance agency serving families and individuals in all over the state of Texas. The agency emphasizes building long-term relationships, helping customers choose insurance solutions that fit their lifestyle, budget, and future goals. Team members support clients in assessing both immediate and long-term needs, offering options for protecting homes, personal property, and financial well-being. The agency is committed to providing personalized guidance, reviewing coverage as life circumstances change, and being available to answer questions and explore new options. Working here means contributing to a customer-first environment rooted in trust, clarity, and community involvement.
Role Description The Insurance Sales Specialist role involves engaging with prospective and existing customers, understanding their insurance needs, and recommending appropriate Allstate products, including auto, home, renters, and other personal lines. Daily responsibilities include conducting needs-based consultations, preparing quotes, explaining coverage options, processing applications, and following up on leads generated through marketing activities and referrals. The Insurance Sales Specialist maintains accurate records in the agency management system, reviews existing policies with customers to identify gaps or opportunities, and supports renewal and retention activities. The role also includes participating in local outreach or events, collaborating with team members to meet sales goals, and adhering to all compliance and regulatory requirements.
Qualifications
- Sales and customer service: Strong consultative selling abilities, customer relationship management, and follow-up skills to build trust and drive policy growth.
- Communication and interpersonal skills: Clear verbal and written communication, active listening, and the ability to explain insurance concepts in a straightforward, customer-friendly manner.
- Organization and technology: Competence with office software, CRM or agency management systems, accurate data entry, and effective time management to handle multiple customer requests.
- Problem-solving and analytical skills: Ability to assess customer needs, compare coverage options, and recommend tailored solutions that align with budget and risk tolerance.
- Regulatory and product knowledge: Willingness to learn and maintain knowledge of Allstate products, underwriting guidelines, and state insurance regulations.
- Education and licensing: High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field preferred. Ability to obtain and maintain required Texas insurance licenses (or current valid licenses in good standing).
- Work style and values: Demonstrated reliability, integrity, and professionalism; comfort working in a goal-driven environment; readiness to collaborate with a small team in an in-person agency setting.
- Preferred experience: Prior experience in insurance, financial services, or retail sales is beneficial, as is familiarity with the Dallas community and local market needs.
Allstate Insurance Sales Representative Requirements:
- Must be willing to attain Property & Casualty License
- Tech Savvy Individual and Quick Learner
- 1 Year of Insurance Service or Sales Experience
- 1 Year of Phone Experience Required
- Enthusiasm and belief about the role insurance and financial products play in people’s lives
- Bilingual in English/Spanish preferred
Allstate Insurance Representative Benefits:
- Base Salary Very Competitive Commission/Bonus Structure
- PTO/Vacation and Holidays increase with experience
- Paid Training
Candidates with the following experience are encouraged to apply: property and casualty insurance, life insurance, auto insurance, home insurance, banking, finance, financial services, mortgage, sales, customer service, telemarketing, military, health insurance, teaching and tellers.
Work Remotely
- Remote opportunities available based on experience
Job Types: Full-time, Part-time
Benefits:
- Flexible schedule
- Paid time off
Experience:
- customer service: 1 year (Required)
License/Certification:
- A valid P&C License (Preferred)