Commercial P&C Sales Support Associate

GuideStone Financial Resources•Dallas, TX

7d•Hybrid

About The Position

The Commercial P&C Associate Sales Support Associate is a faith aligned, client focused role responsible for supporting new business growth and delivering a high quality sales and service experience for ministry partners of GuideStone Agency Services. This role partners closely with Producers to coordinate and execute all stages of the sales process, from initial submissions and needs assessment through proposals, prospect meetings, and contract handoff. The Associate Sales Support Associate ensures the accuracy, completeness, and timely progression of sales activity, translating ministry needs into well positioned property and casualty insurance solutions, while leveraging technology and cross functional collaboration to streamline workflows. Through strong project management, attention to detail, and relationship building, this role helps advance the agency’s mission, supports sustainable growth, and enhances the overall customer experience.

Requirements

Bachelor’s degree or equivalent work experience.
0–2 years of relevant, progressive work experience.
Strong communication and organizational skills.
Ability to align people, processes, and technology toward shared objectives.
Working knowledge of sales methodologies and strategies.
Proficiency with agency management systems (Applied Epic), CRM platforms (Microsoft Dynamics), Microsoft Office and GuideStone systems.
Ability to prioritize and manage multiple tasks in a fast-paced environment.
Proactive, resourceful, and adaptable to changing priorities.
Commitment to maintaining strict confidentiality of GuideStone business matters.

Nice To Haves

Active P&C license in state of residence or willingness to become licensed within first 6 months preferred.

Responsibilities

Support Producers throughout the new business sales lifecycle to drive accuracy, efficiency, and timely execution.
Partner with Producers to assess lead viability and prioritize sales opportunities.
Support the preparation, review, and submission of complete and accurate commercial P&C quote requests to carriers, ensuring compliance with underwriting, carrier, and regulatory requirements.
Coordinate the proposal and quoting process by tracking carrier responses, following up on outstanding items, and supporting timely issuance of quotes and binders.
Assist in developing and assembling client proposals by organizing coverage options, pricing, and supporting documentation tailored to client needs.
Maintain accurate and up to date client, prospect, and sales activity records in the agency management system (Applied Epic) and CRM platform (Microsoft Dynamics).
Serve as a liaison between Producers, carriers, and internal partners to facilitate communication and resolve issues that may delay sales progress.
Support lead tracking, reporting, and sales analytics to identify pipeline activity, trends, and opportunities for improvement.
Participate in process improvement initiatives to enhance workflow efficiency, consistency, and client experience.
Ensure adherence to agency standards, documentation guidelines, carrier requirements, and licensing regulations.
Maintain required Property and Casualty licensing and complete continuing education as required.