Remote Insurance Sales & Operations Support Specialist

United Auto Insurance Agency, Inc.

United States

Remote

USD 42,000 - 66,000

Full time

12 days ago

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Benefits offered by this job

401(k) match
Medical Insurance
PTO & Holidays
Flexible Spending Accounts
Life Insurance
Disability Insurance

Job summary

United Automobile Insurance Company is seeking a Sales and Operations Support Specialist (Agency Support) to assist the sales and marketing team. This remote role supports insurance agents with onboarding, licensing, appointments, commissions, policy support, and general agency service needs.

The ideal candidate will be based in the Miami-Dade or Broward County area and collaborate across underwriting, licensing, accounting, and management teams.

Qualifications

  • Previous insurance agency or administrative support experience preferred.
  • Knowledge of agency licensing and carrier appointment processes is a plus.
  • Strong communication and organizational skills.
  • Ability to multitask and prioritize in a fast-paced environment.
  • Proficiency in Microsoft Office and Salesforce preferred.
  • Detail-oriented with strong problem-solving abilities.

Responsibilities

  • Assist agents with onboarding and appointment processes.
  • Review applications and supporting documents for accuracy and completeness.
  • Process agency updates, terminations, reinstatements, and ownership changes.
  • Communicate with agents regarding missing documentation and compliance requirements.
  • Support commission, sweep account, and billing-related requests.
  • Maintain accurate notes and records in Salesforce.
  • Coordinate with underwriting, licensing, accounting, and management teams.
  • Monitor pending items and follow up to ensure timely resolution.
  • Provide professional customer service via phone and email.
  • Assist with special projects and administrative tasks as assigned.

Skills

Customer service
Communication
Time management
Data entry
Team collaboration
Attention to detail
Follow-up

Tools

Salesforce
Microsoft Office

Job description

United Automobile Insurance Company is seeking a Sales and Operations Support Specialist (Agency Support) to assist the sales and marketing team. This remote role supports insurance agents with onboarding, licensing, appointments, commissions, policy support, and general agency service needs.

The ideal candidate will be based in the Miami-Dade or Broward County area and collaborate across underwriting, licensing, accounting, and management teams.

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