Sales Operations Associate

TWAY Trustway Services • Atlanta, GA

23h • Onsite

About The Position

We are seeking a reliable, detail-oriented, and proactive Sales Operations Associate to support our growing team. This role is ideal for someone who thrives in a fast-paced, team-oriented environment and is willing to contribute wherever needed—whether that means tackling a major project or lending a hand with day-to-day tasks. At our company, we pride ourselves on our strong sense of community. We’re not just coworkers—we’re a close-knit team that values collaboration, trust, and mutual support. If you’re someone who takes initiative, embraces flexibility, and is committed to helping others succeed, we’d love to meet you.

Requirements

• A proactive, self-starting professional who works autonomously, takes initiative, and consistently anticipates needs.
• Accountable and resourceful, with the ability to take ownership of responsibilities and independently drive work forward.
• Diligent, with a strong work ethic and exceptional attention to detail.
• Dependable and adaptable, with the ability to work in-office full time and occasionally support after-hours needs.
• Highly organized and capable of managing multiple administrative tasks with precision and efficiency.
• A collaborative team player who values a supportive, cohesive workplace culture.
• Personable and professional in communication, with strong interpersonal skills.
• Seeking not just a job, but a meaningful role within a committed and engaged team.

Nice To Haves

• Prior experience in insurance operations, agency services, or licensing.
• Proficiency in Salesforce, PTS, OneSpan, and state licensing systems.
• Strong administrative and technical skills across multiple platforms.
• Bilingual in Spanish is a plus.

Responsibilities

• Manage new agency appointments using PTS, Salesforce, and OneSpan platforms.
• Maintain accurate and up-to-date agent and agency licensing records within state databases.
• Ensure all licensing actions comply with state regulations.
• Maintain documentation, including E&O certificates, EFT forms, W-9s, contact updates, and appointment paperwork.
• Serve as a primary point of contact for Territory Managers and agency partners, offering exceptional service and timely support.
• Resolve inquiries via phone and email, provide process training, and assist with troubleshooting issues.
• Anticipate the needs of the field and provide proactive support that helps Territory Managers and agents perform at their best.
• Coordinate and manage download setup processes to support agency management systems.
• Assist with monthly and annual license and appointment renewal activities.
• Provide front desk coverage and operational support as needed.

Benefits

• Be part of a workplace that celebrates success and supports one another.
• Enjoy a culture where hard work, initiative, and dedication are recognized and valued.
• You’ll never feel like just a number—you’ll be part of a professional family.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed