Sales & Service Manager, Independent Allstate Agency
Overview
Lead a $13M Allstate agency in Georgetown, TX, owning sales, service, and people. This new role replaces no one, giving you the authority to build the management structure from scratch. You will coach a team of seven while managing the daily rhythm of the office. The agency has operated since 1999 and is ready to grow, with a potential book acquisition on the horizon. You will report to the agency owner and set the pace for the next stage of growth.
What You'll Do9
- 1Own the sales floor, setting aggressive production goals and coaching the team to hit them with Allstate tools and Salesforce pipeline management.
- 2Drive service excellence by monitoring retention, accuracy, and customer escalations, using AMS360 for workflow tracking.
- 3Build a service-to-sales culture where every service call is a cross-sell opportunity, and coach the team on referral handoffs.
- 4Conduct weekly one-on-ones and team huddles, using call reviews and side-by-side selling to improve conversion rates.
- 5Diagnose performance gaps by analyzing activity, skill, process, and staffing, then implement corrective action plans.
- 6Develop the team's technical skills with Applied Epic and IVANS download, ensuring clean data and streamlined workflows.
- 7Lead by example, stepping in to assist with complex quotes and high-value renewals when the team needs backup.
- 8Design the agency's training program for new hires, focusing on Allstate product knowledge and consultative selling.
- 9Partner with the owner to evaluate the potential acquisition, mapping out integration and staffing needs.
Requirements7
- 1Active Texas General Lines Property and Casualty license.
- 23+ years managing employees, driving accountability and performance.
- 33+ years of personal lines insurance experience, with a strong understanding of coverage and claims.
- 4Proven coaching skills, with examples of improving measured outcomes in sales or service.
- 5Comfort having difficult conversations directly, whether about performance or behavior.
- 6Ability to work on-site at the Georgetown office, with occasional flexibility for client meetings.
- 7Preferred: prior Allstate experience, but demonstrated leadership in any P&C carrier is acceptable.
Salary Insight
$85 - $198k per year
Location
Required Skills
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