In your most recent position, what was the size of your client portfolio? Was that manageable for you?
If interviewing for an account manager or sales-related role with Allstate, you'll want to prepare to speak on your significant achievements and progression through your career. Highlight any awards or recognitions you've received and be fully versed in the job expectations regarding the size of the portfolio you're expected to manage. Frame yourself as prepared and equipped to handle the volume required of you should you be offered the position.
"With my current company, I have a portfolio of 55M, which I grew from 15M when I first started. I am comfortable with this volume but can certainly handle more if required. May I ask what the average Insurance agent's book of business looks like with Allstate?"
"My most recent portfolio was smaller than I would have liked, which is why I am seeking a new opportunity. I prefer to have an active portfolio in the 25-30 million range."
Community answers are written by other candidates practicing this set. Reading how others frame the same question is one of the fastest ways to sharpen your own.
Anonymous Answer
I work at a call center for Medicare. I take 50-70 calls a day to help them with insurance issues they are having.
Lauren's Feedback
Be sure to answer both parts of the question.
I am currently assisting 50-70 clients per day with insurance-related issues. [Insert your opinion here] I find this daily workload manageable.
Anonymous Answer
On a regular month, I handle a caseload of 150 cases which is completely manageable with standard planning. After a catastrophe, my caseload will be maximized to 500 cases per month which is manageable with team effort, careful planning, and the ability to be flexible because tasks will constantly shift when working as a team.
Marcie's Feedback
Great response! The interviewer will be impressed by your ability to handle so many cases. It's also beneficial that you mention working as a team when the caseload is exceptionally high due to a catastrophe. You make it clear that you work well independently but are also a good team player. Nice!
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