Agency Operations & Service Coordinator

Matt SudermanMeridian, ID
Onsite

About The Position

We're a well-established Allstate agency in the Boise/Meridian area, serving Idaho families since 1982. Under new ownership as of 2026, we're investing in modern tools and building a team that takes care of customers the right way. We're small, fast-moving, and looking for someone who wants to be the person this office can't run without. This is the backbone-of-the-office role. You'll be the first voice customers hear when they call, the person who keeps policies, renewals, and daily operations running smoothly, and the one who makes sure nothing falls through the cracks. You'll handle inbound service calls, process policy changes, manage the mail and office flow, and free up our sales team to do what they do best — sell. This isn't a "manage a big team from a desk" job. It's a working role where you own the service side of a small agency and keep the whole operation humming.

Requirements

  • Worked in an insurance agency, doctor's office, property management company, or similar customer-facing operations role
  • Organized, reliable, and self-motivated
  • Clear communication skills (phone, in person, email)
  • Ability to quickly learn new software (Allstate platforms, CRM tools, phone systems)
  • Idaho P&C license is a plus — if you don't have one, we'll help you get licensed within 30 days

Nice To Haves

  • Experience in an Allstate or captive insurance agency
  • Familiarity with agency management systems
  • Bilingual (English/Spanish)
  • Experience in a small business environment where "not my job" doesn't exist

Responsibilities

  • Answer inbound calls — policy questions, billing issues, coverage changes, claims intake
  • Process endorsements, policy changes, and renewal reviews in Allstate systems
  • Handle the daily office flow: mail, filing, follow-ups, keeping things organized
  • Coordinate between our sales producers and customers for smooth handoffs
  • Follow up on outstanding items — missing documents, pending payments, renewal notices
  • Help onboard new customers after a sale is closed
  • Be the go-to person when something needs to get done and nobody else is doing it

Benefits

  • Competitive salary
  • Free food & snacks
  • Training & development
  • Bonus based on performance
  • Commission opportunity on service-generated sales
  • Room to grow as the agency grows — this role can evolve into a true operations manager
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