Ivantage-Business Insurance Specialist

Charlotte, North Carolina
Not Specified
Mar 14, 2018
May 13, 2018
Job Type
Not Specified
Career Level
Not Specified

Where good people build rewarding careers.

Think that working in the insurance field cant be exciting, rewarding and challenging? Think again. Youll help us reinvent protection and retirement to improve customers lives. Well help you make an impact with our training and mentoring offerings. Here, youll have the opportunity to expand and apply your skills in ways you never thought possible. And youll have fun doing it. Join a company of individuals with hopes, plans and passions, all using and developing our talents for good, at work and in life.

Job Family Summary

The purpose of the Ivantage Sales Family is to achieve profitable commercial lines growth within our defined expanded market appetite. Achievement of growth objectives is through successful regional and agency engagement.

Job Summary

The Ivantage - Business Insurance Specialist is a sales professional licensed to sell Ivantage products. Those in this role are responsible for working directly with business owners to identify Allstate and Commercial Expanded Market (CEM) insurance products that meet the insurance needs of the business owner. The sales professional is expected to provide a superior customer experience through effective telephone and written communication techniques that discover customer needs while building a customer relationship. The sales professional must be proficient at delivering a sales proposal based upon the unique needs of the business owner and closing the insurance sale.

Job Description

Key Responsibilities

Communicate effectively with a business owner to understand the risks that face the business owner and how insurance products may assist them in managing those risks

Deliver an exceptional customer sales experience from the initial customer contact to the sale of the policy.

Resolve complex business insurance sales inquires

Ask the right questions about the opportunity to maintain quality and profitability standards

Attempt to cross-sell additional CEM policies and lines of business to increase sales and customer retention

Proficiently leverage resources, such as but not limited to, N Track, the internet, and carrier underwriting guidelines as needed to complete an accurate assessment of the business risk and provide an accurate business insurance quote.

Demonstrate a comprehensive understanding of specific carrier products, underwriting guidelines and market direction in order to deliver confident and reliable service to existing and potential customers

Listen and engage business owners to identify insurance needs and illustrate how commercial insurance products will meet those needs

Proactively identify and act upon selling opportunities to increase Ivantage PUM and to help agents act as trusted advisors for their customers. Demonstrate competence and fluency in the sales process

Leverage selling techniques to successfully close sale and bind the business insurance policy.

Demonstrate competency to effectively manage multiple relationships and priorities simultaneously

Utilize technology to manage a sales workflow which provides for regular communication and follow up with the business owner and other stakeholders, the agent of record or an insurance broker for example.

Answer inquiries that require an insurance license, including inquiries related to coverage, coverage limits, deductibles and various insurance policy options

Update customer policy records accurately

Develop subject matter expertise and remain current on new marketing campaigns in order to respond appropriately to marketing related inquiries

Achieve defined business results related to commercial insurance sales and service objectives

Maintain an active property and casualty license for state(s) in which you live, work and service

Performs activities of moderately high complexity requiring limited supervision

Tasks are broad and may be complex in nature

Assists with the training of others as needed

Job Qualifications


  • Four year college degree or two to four years of experience as an inside sales professional is required

  • Proven competence and fluency in the commercial lines sales process

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 thats 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, youll have access to a wide variety of programs to help you balance your work and personal life -- including a generous paid time off policy.

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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.

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It is the policy of Allstate to employ the best qualified individuals available for all jobs without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity/gender expression, disability, and citizenship status as a veteran with a disability or veteran of the Vietnam Era.


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