Small Mid Market Consultant I

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Allstate

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Auto Insurance • Life Insurance • Retirement Planning • Homeowners Insurance • Motorcycle Insurance

10,000+

💰 Post-IPO Equity on 2014-01

Description

• Maintain reporting and records for all assigned accounts to ensure transparency and accurate recordkeeping. • Knowledgeable in case setup process including all account set-up documents, underwriting agreements, marketing and licensing requirements. • Develop and execute new and changing case implementations and successfully transition case implementations to service team for ongoing support. • Initiate and drive communications that will provide optimal working conditions for a successful customer onboarding and life cycle experience. • Prioritizing work and assisting with team workload management. • Communicate effectively with clients and brokers. • Coordinate and collaborate with cross-functional teams to ensure completion of all tasks associated with management of accounts including implementation, ongoing service and issue resolution. • Partner with AB sales representative to provide thorough customer updates, broker feedback and other pertinent action items that impact sales effectiveness. • Apply critical thinking skills to determine when to use the Escalation Process or when an exception is needed.

Requirements

• 2 or more years of experience (Preferred) • 4 year Bachelors Degree (Preferred)