Colleen Poltzer in

Colleen Poltzer

Client & Finance Manager at Allstate
📍 Prospect Heights, Illinois, United States

Colleen Poltzer is the Director of Operations at Allstate, where she oversees an insurance office with a $5. 3 million book of business, focusing on account management, claim processing, and customer service. She also manages office finances and employee payroll. She holds a Bachelor of Science from Indiana University Bloomington.

Her career trajectory highlights strong capabilities in financial oversight and client management, evolving from a Client & Finance Manager at Allstate to her current leadership role. Earlier, she managed operations for a small investment firm, handling client interfacing and trade management.

A unique aspect of her role is the comprehensive management of office finances, payroll, and tax reporting, in addition to core operational duties.

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Experience
9 Years
Current Role
Client & Finance Manager
Job Level
Mid-senior
Location
Prospect Heights, Illinois, United States
Personality Overview
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Priorities

Topics Colleen cares about

Operational Leadership
As Director of Operations at Allstate, Colleen oversees all aspects of an insurance office, emphasizing effective account management and policy implementation.
Financial Management
Her experience includes managing office finances, employee payroll, and tax reporting, along with earlier roles in client and finance management.
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Career

Work history

1-2005 - 1-2008
Client & Finance Manager
Allstate
2003
Director of Operations
Allstate
7-1998 - 8-2003
Executive Assistant
The Third Age
In the press

Media appearances

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Education
Bachelor of Science
Indiana University Bloomington
Social presence
in

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