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Business Insurance Specialist-Bilingual (English/Spanish) more...
Location:Charlotte, NC
First posted:June 08, 2017 (last updated 2 weeks 2 days ago)

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 Description

Allstate Business Insurance (ABI) is currently hiring a Bilingual (English/Spanish) Business Insurance Specialist (BIS) to join our team in Charlotte, NC.  The Business Insurance Specialist is a sales professional licensed to sell business insurance products in a specific region. The BIS will be responsible for working directly with business owners to identify Allstate and Commercial Expanded Market (CEM) insurance products that meet the insurance needs of the small business owner. The BIS 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 BIS must be proficient at delivering a sales proposal based upon the unique needs of the business owner and closing the insurance sale.


  • Build solid relationships with agents to improve quality and quantity of lead submissions within the specific region responsible for.
  • 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
  • Attempt to cross-sell additional Allstate Business Insurance and CEM policies to increase sales and customer retention
  • Proficiently leverage resources, such as but not limited to Connexus, Sage, RIO, CRM, the internet, and 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 company 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
  • Serve as a key point of contact for non-certified agents in assigned market and provide assistance on a broad range of topics. This may involve re-directing agents to the appropriate resource or assisting them directly.

Job Qualifications


  • Four year college degree or two to four years of experience as an inside sales professional is required
  • Advanced written, verbal, and interpersonal communication skills
  • Proven competence and fluency in the Care, Sell, Quote, Close sales process – with a passion and drive to protect customers
  • Ability to conduct professional business meetings virtually with agents and provide direction on market direction and ABI’s value proposition
  • Maintain an active property and casualty license for state(s) in which you live, work and service
  • Must be able to meet production requirements without jeopardizing ethics or compliance
  • High level of dependability and flexibility
  • Required to operate several systems simultaneously while speaking with our customers


Additional Responsibilities

  • Leverage selling techniques to successfully close sale and bind the business insurance policy.
  • Demonstrate a clear and direct ownership for the market assigned; will work collaboratively with other team members in order to achieve overall business unit objectives.
  • 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
  • Achieve defined business results related to  commercial insurance sales and service objectives

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.

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 see the notice 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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