Sales Processor and Onboarding Specialist

Gregg Blanchard•Palm Beach Gardens, FL

3d•Onsite

About The Position

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!

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

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