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Sales Processor and Onboarding Specialist
Career Insights for Sales Representative (General)
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Scorecard
Based on Florida data
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What they do
A Sales Representative works as a sales associate in a variety of retail settings or businesses. Provides information to customers and sells merchandise or products. Provides analysis of sales activity to businesses and advises on ways to increase sales.
$71,863 / year median in Florida
+4% projected growth
Job Description
Sales Processor and Onboarding Specialist Allstate Insurance Agency
•Gregg Blanchard Palm Beach Gardens, FL Job Details Full-time $45,000
•$65,000 a year 4 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance Flexible schedule Qualifications Customer communication Cross-functional collaboration
Full Job Description Benefits:
Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Paid time off Training & development Vision insurance About the
Role:
Allstate Insurance Agency
•Gregg Blanchard is looking for a motivated and detail-oriented Sales Processor and Onboarding Specialist to join our growing team in Palm Beach Gardens, FL. This is an exciting opportunity to play a key role in delivering a seamless client experience from the very first interaction. If you thrive in a fast-paced environment and love helping people, we want to hear from you!
Responsibilities:
Process new insurance policy applications accurately and efficiently to ensure timely coverage Guide new clients through the onboarding process, ensuring a smooth and welcoming experience Coordinate with sales agents to manage policy documentation and follow-up tasks Verify client information and ensure compliance with underwriting guidelines Maintain and update client records within agency management systems (CRM) Communicate with carriers to confirm policy binding, payments, and issuance Support the sales team with administrative tasks to drive overall agency performance
Requirements:
Prior experience in insurance, sales support, or client onboarding preferred Active Florida 2-20 or 4-40 insurance license is a plus (or willingness to obtain) Strong attention to detail with excellent organizational and multitasking skills Proficiency with CRM platforms and general computer applications preferred Outstanding verbal and written communication skills Customer-focused mindset with a professional and friendly demeanor Ability to work independently and collaboratively in a team environment
About Us:
Allstate Insurance Agency
•Gregg Blanchard is a trusted local insurance agency proudly serving the Palm Beach Gardens community and surrounding areas. Our clients count on us for personalized coverage solutions and exceptional service they can rely on. We foster a supportive, team-oriented workplace where our employees are empowered to grow their careers and make a real difference every day. 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.