Agency Process Specialist - IA in TX

Dallas, TX
30+ days ago

Job Description

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 Description

The Agency Process Specialist 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.

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

Reports to a Regional Sales Manager as it varies across regions. No direct reports.

This position will be required to be located in TX - Dallas/Ft. Worth area.

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 Field Sales Leaders (FSLs) 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 FSL regarding process support activities conducted at their agencies.
  • Suggests individual agency and LSP development opportunities to FSLs, as needed, for consideration by agency owner.
  • Supports the FSL 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 Independent Agent (IA) contractual agreements.

Job Qualifications

Education and Experience

  • 2-4 years sales management, education, training and development, agency support experience in Property & Casualty (P&C)
  • Prior sales leadership, agency establishment (onboarding) and agency development experience.

Certificates, Licenses, Registrations

  • Property & Casualty required; 90 days to obtain
  • Industry certifications (preferred)

Functional Skills

  • Knowledge of Allstate’s P&C products
  • Familiarity with P&C 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.
  • 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.

For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.

To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs

To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.

It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.


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