Job Description:
Peggy Wilkerson, an Allstate Personal Financial Representative, is seeking a motivated and detail-oriented Administrative Assistant to support our growing team in Oklahoma City, OK. This role is ideal for someone who thrives in a customer-focused environment and enjoys building relationships over the phone. The Administrative Assistant will play a key role in providing exceptional customer service, including making outbound calls, and assisting with day-to-day office operations.
Responsibilities:
- Provide outstanding customer service by assisting customers with inquiries, policy details, and account updates.
- Make outbound calls to existing and potential customers
- Follow up on leads and maintain accurate records in the agency’s CRM system.
- Assist with administrative tasks such as data entry and record keeping
- Maintain integrity with company and industry regulations while handling client information securely.
Qualifications:
- Prior experience in customer service, sales support, or administrative roles preferred.
- Strong communication and interpersonal skills with a friendly and professional phone manner.
- Ability to handle multiple tasks efficiently
- Proficiency in Microsoft Office (Word, Excel, Outlook) and the ability to learn agency management software.
- Must be detail-oriented, organized, and capable of working independently.
- A proactive mindset with a willingness to learn and contribute to the team's success.
Preferred Qualifications:
- Able to work remotely without constant supervision
- Bilingual (English/Spanish) candidates are encouraged to apply.
Why Join Us?
- Work in a supportive, team-oriented environment.
- Opportunity to gain valuable experience in the insurance industry.
- Career growth opportunities
If you are a motivated professional who enjoys engaging with customers and making a positive impact, we’d love to hear from you! Apply today to join our team.
Since this is an employment opportunity with an Allstate exclusive agent or financial specialist, the actual job responsibilities, qualifications, compensation and benefits will be determined solely by the agent or financial specialist. Allstate is not the employer and has no involvement in agency HR practices. However, agents and financial specialists typically choose to offer base plus commissions and actual compensation will depend on your experience and the hiring agency. Actual benefits offered will vary and may not include the benefits listed above.
Good Work. Good Life. Good Hands®
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 serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo and shape the future for the greater good.
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 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 are the Good Hands. We don't follow the trends. We set them.
Flexible work from home options available.
For more than 60 years, Allstate has been meeting customers’ life and retirement needs with a broad portfolio of financial solutions.
As an Allstate Exclusive Financial Associate, you’ll be the professional that customers turn to for a holistic financial wellness plan
with access to over 20 fund families and a full suite of retirement and investment products.
If you have at least two years life sales experience, you can also grow your career with access to top-rated life insurance products.
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