Insurance Sales Support Specialist

Overview

The Sales Support Specialist is responsible for overseeing and coordinating the administrative functions that support the daily operations of the Sales organization. This role focuses on Sales Agent onboarding and offboarding, licensing and carrier appointment coordination, system access management, policies and procedures, and administrative support for Sales Leadership and Quality Assurance.

The position works cross-functionally with internal departments and external partners to ensure administrative processes are completed accurately and efficiently, outstanding requirements are addressed, and Sales Agents have the resources and access needed to perform their roles effectively.

The Sales Support Specialist also supports process improvements, maintains accurate operational records, and helps ensure consistency and compliance across Sales administrative activities.

This is a remote role and the pay range is 65-75K.

Responsibilities

• Coordinate Sales Agent onboarding and offboarding, including system access, carrier credentials, licensing, appointments, training rosters, and overall readiness for production.
• Submit, track, and maintain system access requests, carrier credentials, and appointment documentation, ensuring accurate records and timely completion.
• Partner with Licensing, carrier representatives, IT, Training, and other internal teams to coordinate agent requirements and resolve administrative issues.
• Maintain accurate Sales Agent rosters, distribution lists, access records, and related administrative documentation.
• Maintain and organize Sales policies, procedures, reference materials, and supporting documentation to ensure information remains current and accessible.
• Manage Do Not Call (DNC) list maintenance and deployment to support compliance with applicable outbound sales activities.
• Provide administrative support to Sales Leadership and Sales Managers, including coordination, tracking, and follow-up on outstanding requests and deliverables.
• Identify and escalate licensing, appointment, credential, onboarding, or system access issues that could impact agent productivity or readiness.
• Support the Quality Assurance (QA) team with administrative functions, including compiling month-end performance reports, consolidating audit results, tracking quality trends, and preparing required reporting for Compliance and Sales Leadership.

Qualifications

• High school diploma or equivalent required.
• Minimum of 2 years of experience in sales operations, call center support, performance monitoring, or a related field.
• Strong organizational and time management skills, with the ability to manage multiple priorities, track outstanding items, and consistently meet deadlines.
• Intermediate proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Strong attention to detail and commitment to data accuracy and integrity, with the ability to manage multiple workflows while maintaining consistency and quality.
• Demonstrated ability to collaborate effectively across cross-functional teams, including Sales, Training, Quality Assurance, Licensing, and Operations.
• Ability to work independently, proactively resolve administrative challenges, exercise sound judgment, and maintain confidentiality when handling sensitive information.

PREFERRED QUALIFICATIONS

• Previous experience in the personal lines insurance industry, particularly within sales operations, agent support, or call center environments.
• Working knowledge of personal lines insurance operations, including agent licensing, carrier appointments, and onboarding processes.
• Experience utilizing Customer Relationship Management (CRM) systems, comparative rating platforms, and other sales support tools.
• Familiarity with performance monitoring, operational reporting, and process improvement initiatives within a sales or insurance environment.

Certifications, Licenses, and/or Registration

• Personal Lines or Property & Casualty General Lines Agent License preferred

Physical Demands and Work Environment

The job requires regular sitting and use of hands for handling objects, tools, or controls, with frequent talking and listening in a moderately noisy environment. There will be occasional standing, walking, and reaching with hands and arms, with rare instances of stooping, kneeling, crouching, or crawling. Lifting and moving objects up to 10 pounds is a regular part of the role. Specific vision abilities such as close vision, color vision, and the ability to adjust focus are necessary.

Additionally, the employee must connect to the internet via a direct Ethernet connection, maintain a dedicated workspace to safeguard customer information, and have an internet connection with a minimum download speed of 50 Mbps and a minimum upload speed of 10 Mbps. If using shared internet, prioritizing the connection for work purposes is strongly recommended, with the preference for a dedicated connection solely for work-related tasks.

EEOC

Lakeview Household Insurance Solutions, is an Equal Employment Opportunity employer.  All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.