Sales Support Specialist

Lakeview Household Insurance Solutions • Coral Gables, FL

13d • Remote

About The Position

The Sales Support Specialist oversees and coordinates administrative functions supporting the daily operations of the Sales organization. The 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 Specialist works with internal departments and external partners to complete administrative processes accurately and efficiently, address outstanding requirements, and ensure Sales Agents have the resources and access needed to perform their roles. The role also supports process improvements, maintains operational records, and promotes consistency and compliance across Sales administrative activities. This is a remote role with a stated pay range of $65,000–$75,000.

Requirements

• High school diploma or equivalent.
• At least 2 years of experience in sales operations, call center support, performance monitoring, or a related field.
• Strong organizational and time management skills, including 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.
• 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.
• Ability to connect to the internet via direct Ethernet, maintain a dedicated workspace to safeguard customer information, and have internet service with at least 50 Mbps download and 10 Mbps upload speeds.

Nice To Haves

• 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 using 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.
• Personal Lines or Property & Casualty General Lines Agent License.

Responsibilities

• Coordinate Sales Agent onboarding and offboarding, including system access, carrier credentials, licensing, appointments, training rosters, and 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 so 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 affect agent productivity or readiness.
• Support the Quality Assurance 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.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED