Bilingual Sales Support Analyst

American Fidelity; Oklahoma City (OK); On-site; USD 42,000 - 56,000; Full time

Job summary

Tech Sales Jobs seeks a Bilingual Sales Support Analyst in Oklahoma City to manage case flow for new business and support brokers with enrollment materials and proposals. You will coordinate with internal teams to ensure accurate processing and a smooth handoff to policy issue.

The role requires excellent communication, strong analytical ability, and knowledge of insurance concepts, with familiarity in CRM tools like Salesforce. Hybrid office work with up to 10% travel.

Qualifications

• Bachelor's degree preferred, but commensurate experience may be accepted.
• 3-5 years of experience in insurance or related field preferred.
• Bilingual skills (Spanish/English) required.

Responsibilities

• Develop and proactively support case management of incoming new business, removing roadblocks and providing status information to the producer.
• Provide applications, enrollment materials and proposals; ensure smooth transition of new and renewal business.
• Serve as liaison between brokers, carriers and internal departments to facilitate case management and sales."],
• CoT_job_summary_short
• COMPANY NAME: Tech Sales Jobs
• KEY POINTS: Bilingual Spanish/English, insurance sales support, CRM tools
• job_summary_short
• <p>Tech Sales Jobs is seeking a Bilingual Sales Support Analyst in Oklahoma City. The role focuses on case management for new business, supporting brokers and producers with enrollment materials and proposals, and ensuring a smooth transition of business.</p><p>The ideal candidate has strong communication, analytical and sales skills, with experience in insurance concepts and CRM tools like Salesforce. Hybrid work in a professional office with potential travel up to 10% is offered.</p>
• contract_type
• fulltime
• location_type
• hybrid
• remote_scope
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• "Sales Support Analyst in Oklahoma City: market rate around 42k–56k USD yearly; aligns with industry norms"
• estimated_low
• 42000
• estimated_medium
• 48000
• estimated_high
• 56000
• currency
• USD
• frequency
• yearly
• bonus
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• tax
• gross
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Skills

Bilingual Spanish/English

Excellent communication

Analytical skills

Sales & marketing

Insurance concepts

Leadership / multi-tasking

Excel

Microsoft Office

CRM tools

Critical thinking

Call center experience

Adaptability

Education

Bachelor's degree preferred

3-5 years insurance experience preferred

Tools

Salesforce

Mocha

Excel

Microsoft Office

Job description

Bilingual Sales Support Analyst

Location: Oklahoma City, Oklahoma

Time Type: Full time

Job Description

Job Description:

• Develop and proactively support the case management of incoming new business by removing roadblocks and providing requirement and status information to the producer.
• Responsible for product knowledge and for providing applications, appointment information, enrollment materials and proposals. Responsible for supporting sales by administrating a smooth transition of all new and renewal business received from agents and producers, monitor for accuracy and forward to policy issue.
• Responsible for supporting Sales by being the contact between brokers or carriers and all AFA and AWD Brokerage, Life Division, or APL departments such as Customer Service, Commissions, Marketing, Underwriting, Licensing, Compliance, Strategic Services and Benefits to better facilitate case management and a personalized climate ideal to brokers. Consistent exercise of discretion and independent judgment to support profitable sales for the Company.

Education & Experience:

• Bachelor's degree preferred, but commensurate experience in insurance sales, agent recruiting/development, or related field may be accepted.
• 3-5 years of experience in insurance or related field preferred.
• Bilingual skills (Spanish/English) required.

Skills of Ideal Candidate:

• Excellent oral and written communication skills
• Excellent analysis and interpretation skills
• Working knowledge of sales and marketing techniques
• Insurance concepts and industry knowledge desired
• Ability to lead and manage or multi-task several projects at a time
• Advanced PC, Excel, Microsoft Office skills as well as the ability to work with electronic enrollment platforms of AFA/APL or other electronic service providers such as Salesforce or Mocha.
• Ability to utilize critical thinking skills
• Contact/Call Center experience
• Ability to work in a fast paced, ever changing environment
• Work is primarily in a professional office or hybrid environment. Position may require occasional travel (up to 10%) to support business needs, meetings, or events

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