Remote Agency Operations & Sales Coordinator

The Juris Agency; Arlington (TX); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Job summary

Gibson Insurance, a growing agency, seeks an Agency Operations & Sales Assistant to work directly with the agency owner and boost speed, organization, and capacity. This is not a traditional receptionist role.

You will handle quotes, lead organization, CRM updates, and coordination between sales and service while learning insurance concepts. The role is remote-friendly with the Dallas–Fort Worth area preferred. Growth opportunities arise as you demonstrate judgment and results.

Qualifications

• Highly organized
• Intelligent and a fast learner
• Reliable
• Accountable
• Proactive
• Detail-oriented without getting bogged down in minor details
• Able to move quickly without sacrificing accuracy
• Comfortable managing multiple priorities
• Excellent at following through
• Comfortable working independently
• Capable of recognizing when to solve something independently and when to escalate

Responsibilities

• Prepare insurance quotes and applications for licensed staff review within scope of licensing rules
• Organize incoming leads and help keep sales opportunities moving quickly
• Maintain accurate lead statuses, activities, notes, and follow-up information in the CRM
• Review prior-day activity and identify opportunities requiring follow-up
• Process and track lead-return requests with agency lead vendors
• Monitor outstanding tasks, requests, documents, and follow-ups through completion
• Coordinate internal handoffs between sales and service
• Help ensure completed sales move smoothly into processing and service workflows
• Handle routine administrative matters to keep producers focused on revenue-generating work
• Organize emails, tasks, and outstanding items so important work does not fall through the cracks
• Prepare information for decisions that require agency owner involvement
• Escalate important or unusual matters appropriately
• Document agency procedures, workflows, and recurring processes
• Cross-train on both sales and service operations
• Help maintain organized digital records and agency systems
• Assist with physical office responsibilities when appropriate
• Take ownership of assigned projects and follow them through to completion
• Grow into additional agency responsibilities as licensing and authority grow

Job description

Gibson Insurance, a growing agency, seeks an Agency Operations & Sales Assistant to work directly with the agency owner and boost speed, organization, and capacity. This is not a traditional receptionist role.

You will handle quotes, lead organization, CRM updates, and coordination between sales and service while learning insurance concepts. The role is remote-friendly with the Dallas–Fort Worth area preferred. Growth opportunities arise as you demonstrate judgment and results.