Agency Process Specialist - Independent Agency

Posted on Jun 18 Northbrook, IL 39 views

The world isn’t standing still, and neither is Allstate. We’re moving quickly, looking across our businesses and brands and taking bold steps to better serve customers’ evolving needs. That’s why now is an exciting time to join our team. You’ll have opportunities to take risks, challenge the status quo and shape the future for the greater good.

You’ll do all this in an environment of excellence and the highest ethical standards – a place where values such as integrity, inclusive diversity and accountability are paramount. We empower every employee to lead, drive change and give back where they work and live. Our people are our greatest strength, and we work as one team in service of our customers and communities.

Everything we do at Allstate is driven by a shared purpose: to protect people from life’s uncertainties so they can realize their hopes and dreams. For more than 89 years we’ve thrived by staying a step ahead of whatever’s coming next – to give customers peace of mind no matter what changes they face. We acted with conviction to advocate for seat belts, air bags and graduated driving laws. We help give survivors of domestic violence a voice through financial empowerment. We’ve been an industry leader in pricing sophistication, telematics, digital photo claims and, more recently, device and identity protection. We are the Good Hands. We don’t follow the trends. We set them.

Job Summary

Allstate Insurance Company has an opportunity available for an Agency Process Specialist (APS) in the Florida market. The selected incumbent is accountable for the delivery and implementation of business processes at agencies. By working primarily with agency staff (e.g., Licensed Sales Producers [LSPs]), as requested, APSs will conduct: 

⦁    Agency Process Reviews: Reviewing agency processes and offering guidance to improve business results. 
⦁    Customer Engagement & Growth Process Implementations: Assisting with implementation of agency processes required to improve customer engagement and growth. 
⦁    Lead, coach and develop new APAs or APSs 

The APS has skills and capabilities to support Insurance owners and an examples of processes to be implemented by the APS may likely include those on the Agency Process Library. 

This opportunity reports to a Senior Sales Leader and has no direct reports.  Must accommodate overnight travel. The selected incumbent should reside in Florida or Georgia.

Key Responsibilities

Process Implementation (~75%) 
⦁    Assists agency owners with the implementation of consistent business processes, with a focus on Growth and Customer Engagement. 
⦁    Implements processes by working with agency staff through process reviews and observation, and providing advice, tips, suggestions for improvement. Shares best practices across agencies and peers.
⦁    Supports LSPs to drive improved business results, including the measurement of results and follow-up of process implementations. 
⦁    Supports Sales Leaders (SLs) in assisting agency owners to achieve goals outlined in the agency compensation program, implement agency business plans, and align processes with company objectives. 
⦁    Maintains accurate and timely records of agency support activities by journaling and using appropriate tracking tools. 

Communication & Relationship Management (~25%) 
⦁    Operates virtually for agency consultations.  May travel to new agency locations for initial support. 
⦁    Identifies skill gaps and reinforces education with agency owners and LSPs. 
⦁    Maintains proactive working relationship with LSPs, including follow-up process reviews and periodic assessments. 
⦁    Takes accountability of communicating updates and progress with SL regarding process support activities conducted at their agencies.

⦁    Suggests individual agency and LSP development opportunities to SLs, as needed, for consideration by agency owner. 
⦁    Supports the SL in communicating company business objectives (in the context of process implementation). 
⦁    Works with and communicates with agency owners and LSPs in a manner consistent with contractual agreements.


Preferred Qualifications

⦁    2-4 years sales management, education, training and development, agency support experience in Property &Casualty (P&C) and Financial Services (FS), or 4 years of military leadership experience specializing in training and development or recruiting.
⦁    Prior sales leadership, agency establishment (onboarding) and agency development experience. 
⦁    4-year college degree.

⦁    Property & Casualty and Life & Health licenses, as appropriate for the state
⦁    Industry certifications (preferred) 

Functional Skills
⦁    Knowledge of Allstate’s P&C and FS products
⦁    Familiarity with P&C and FS industry, including competitors and trends.
⦁    Possesses process development and implementation skills.
⦁    Strong experience with business consulting tools.
⦁    Expert knowledge of process installation, education techniques and other sales/lead processes.
⦁    Ability to articulate, assemble and deliver information.
⦁    Subject Matter Expertise includes:
⦁    Knowledge of agent contracts, compliance requirements, Allstate policies and procedures.
⦁    Allstate technology and Microsoft Office products.
⦁    In-depth knowledge of the Allstate business model.

⦁    Strong communication skills - Includes presentation, business writing, negotiation, motivation and relationship management.
⦁    Problem solving - Uses judgment by applying broad knowledge and experience when addressing complex issues.
⦁    Ability to train, mentor and coach Agency Process Associate and or Agency Process Specialist
⦁    Generates enthusiasm and sets high standard for success.  Encourages agency owners and staff to set high goals and follow through on their actions.
⦁    Planning and organizational skills - effectively prioritizes work based on importance.

The candidate(s) offered this position will be required to submit to a background investigation, which includes a drug screen.


Good Work. Good Life. Good Hands®.


As a Fortune 100 company and industry leader, we provide a competitive salary – but that’s just the beginning. Our Total Rewards package also offers benefits like tuition assistance, medical and dental insurance, as well as a robust pension and 401(k). Plus, you’ll have access to a wide variety of programs to help you balance your work and personal life -- including a generous paid time off policy. For a full description of Allstate’s benefits, visit


Learn more about life at Allstate. Connect with us on Twitter, Facebook, Instagram and LinkedIn or watch a video.


Allstate generally does not sponsor individuals for employment-based visas for this position.


Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.


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