Sales Support Specialist - REMOTE
About The Position
The Sales Support Specialist, internally known as Customer Relations Specialist (CRS), is a remote position where the employee will be a key partner to the Sales team. This role plays a critical part in delivering an exceptional experience to clients who are ready to purchase insurance. The Sales Support CRS will work alongside Sales Representatives to guide prospective customers through the new policy process, from initial quote to binding coverage. This is a front- and back-end support role focused on new business, assisting clients when Sales Reps are unavailable, keeping the pipeline moving, and ensuring every interaction reflects the company's commitment to accuracy, efficiency, and outstanding service.
Requirements
- Strong verbal and written communication abilities to effectively interact with customers and team members.
- Ability to multitask, stay detail-oriented, and maintain exceptional organizational skills in a fast-paced environment.
- A team player with strong interpersonal abilities and the capacity to empathize with customers.
- Solid computer and typing skills, with proficiency in navigating a Windows environment.
- Competence in simultaneously navigating and toggling between multiple systems, including data entry, quoting applications, insurance software, and communication platforms.
- Strong problem resolution skills to address and resolve customer concerns effectively.
- High School diploma or its equivalent
- Active Resident Property & Casualty Insurance Producer license
- Must be eligible to obtain licensing in all states
- 1+ years customer service experience in the insurance or related industry
- Dedicated, quiet workspace
- High-speed internet via reliable provider
- Ability to attend virtual meetings and training sessions
Nice To Haves
- Familiarity with multiple insurance carriers and state insurance regulations is preferred.
- Bachelor's degree a plus
- Bilingual Spanish a plus
Responsibilities
- Serve as a direct resource for Sales Reps, handling new business inquiries, completing applications, and providing coverage when Reps are unavailable.
- Build rapport with prospective customers, gather the information needed to move their application forward, and deliver a smooth, professional buying experience.
- Run accurate insurance quotes across multiple carriers for new customers, clearly presenting coverage options and helping clients understand the products that best fit their needs.
- Prepare, submit, and follow up on new policy applications, ensuring all required documentation and information are collected accurately and on time.
- Explain coverage options, discounts, and policy features to help clients make informed decisions — with a focus on finding the right fit, not just the fastest close.
- Consistently achieve KPI benchmarks, including % of Binds and Contacts Handled, in line with company expectations.
- Maintain availability and manage phone states appropriately to ensure clients and Sales Reps receive prompt, professional support throughout the day.
Benefits
- Competitive compensation
- Flexibility to work from anywhere in the United States for most positions
- Paid time off (vacation time, sick time, paid Company holidays, volunteer hours)
- Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
- Medical, dental, vision, life, and pet insurance
- 401 (k) retirement savings plan with company match
- Professional development & promotional opportunities
- Education assistance and training programs
- Company recognition program
- Mental wellbeing and caregiver support resources
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
