Remote Sales & Agency Operations Specialist

United Auto Insurance Agency, Inc.; Oregon; Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) Employer match

Medical Insurance

Vision Insurance

Dental Insurance

Paid Time Off

Holidays and Leave programs

Flexible Spending Accounts

Life Insurance

Short/Long Term Disability

Job summary

United Automobile Insurance Company is seeking a Sales and Operations Support Specialist (Agency Support) to assist the sales and marketing team with onboarding, licensing, and appointments for agents. The role coordinates with underwriting, licensing, and accounting to ensure timely processing and excellent service.

The position is remote within the United States, with a preference for candidates in the Miami Dade or Broward County area, and requires strong communication and organizational

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 and documentation

Team collaboration

Attention to detail

Follow-up and task management

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 with onboarding, licensing, and appointments for agents. The role coordinates with underwriting, licensing, and accounting to ensure timely processing and excellent service.

The position is remote within the United States, with a preference for candidates in the Miami Dade or Broward County area, and requires strong communication and organizational