Sales Operations Support Specialist
Job Summary
Providing essential assistance to the sales and marketing team, the full-time Sales Operations Support Specialist will support insurance agents with onboarding, licensing, and policy-related needs while working remotely from the Miami Dade or Broward County area.
Key responsibilities
- Assist agents with onboarding and appointment processes
- Process agency updates, terminations, reinstatements, and ownership changes
- Maintain accurate notes and records in Salesforce while providing professional customer service
Required qualifications
- Previous insurance agency or administrative support experience preferred
- Knowledge of agency licensing and carrier appointment processes is a plus
- Proficiency in Microsoft Office and Salesforce preferred
- Strong communication and organizational skills
- Detail-oriented with strong problem-solving abilities
Complete Job Description
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