Sales Support Specialist
Flexible remote work across the United States., standard business hoursFull-TimeMiddle
Salary40,519 - 70,777 USD per year
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Job Details
- Experience
- 1+ years
- Required Skills
- Customer serviceData entryCRM
Requirements
- High school diploma or equivalent required; bachelor’s degree preferred.
- 1+ years of customer service experience, ideally in insurance or a related industry.
- Active Resident Property & Casualty Insurance Producer License.
- Strong verbal and written communication skills with the ability to build rapport quickly with customers.
- Familiarity with insurance carriers and state insurance regulations is an advantage.
- Strong multitasking, organizational, and time management abilities in a fast-paced environment.
- Ability to navigate multiple software systems and perform accurate data entry.
- Strong problem-solving skills and a customer-first mindset.
- Bilingual Spanish skills are a plus.
- Ability to work remotely with a dedicated workspace, stable internet connection, and availability during standard business hours.
Responsibilities
- Support Sales Representatives by handling incoming new business requests, completing applications, and stepping in when coverage is needed.
- Guide prospective customers through the insurance purchase journey, from initial quote to policy binding.
- Generate accurate insurance quotes across multiple carriers and clearly explain coverage options to clients.
- Prepare, submit, and follow up on insurance applications, ensuring accuracy and completeness of all required documentation.
- Educate customers on policy features, coverage options, and discounts to support informed decision-making.
- Maintain queue readiness and manage communications efficiently to ensure timely response to clients and sales teams.
- Track performance against KPIs such as conversion rates and contact handling expectations.
- Navigate multiple systems simultaneously, including quoting tools, CRM platforms, and communication systems.
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