Remote Sales Onboarding & Licensing Specialist

Lakeview Household Insurance Solutions, LLC; Oregon; Hybrid; USD 65,000 - 75,000; Full time

Job summary

Lakeview Household Insurance Solutions is seeking a Sales Support Specialist to oversee administrative functions for the Sales organization, with focus on onboarding/offboarding, licensing, and access management. This remote role supports Sales Leadership, QA, and cross-functional teams to ensure compliant, timely processing of requirements.

Ideal candidates have at least 2 years in sales operations or call-center support, strong organizational skills, and proficiency in MS Office.

Qualifications

• High school diploma or equivalent required.
• Minimum of 2 years in sales operations, call center support, or related field.
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines.
• Intermediate proficiency in Word, Excel, and PowerPoint.
• Ability to collaborate across cross-functional teams and handle confidential information.

Responsibilities

• Coordinate Sales Agent onboarding and offboarding, including system access, carrier credentials, licensing, appointments, training rosters, and overall readiness for production.
• Submit, track, and maintain system access requests, carrier credentials, and appointment documentation, ensuring accurate records and timely completion.
• Partner with Licensing, carrier representatives, IT, Training, and other internal teams to coordinate agent requirements and resolve administrative issues.
• Maintain accurate Sales Agent rosters, distribution lists, access records, and related administrative documentation.
• Maintain and organize Sales policies, procedures, reference materials, and supporting documentation to ensure information remains current and accessible.
• Manage Do Not Call (DNC) list maintenance and deployment to support compliance with applicable outbound sales activities.
• Provide administrative support to Sales Leadership and Sales Managers, including coordination, tracking, and follow-up on outstanding requests and deliverables.
• Identify and escalation licensing, appointment, credential, onboarding, or system access issues that could impact agent productivity or readiness.
• Support the Quality Assurance (QA) team with administrative functions, including compiling month-end performance reports, consolidating audit results, tracking quality trends, and preparing required reporting for Compliance and Sales Leadership.

Skills

Organizational skills

Time management

Cross-functional collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Lakeview Household Insurance Solutions is seeking a Sales Support Specialist to oversee administrative functions for the Sales organization, with focus on onboarding/offboarding, licensing, and access management. This remote role supports Sales Leadership, QA, and cross-functional teams to ensure compliant, timely processing of requirements.

Ideal candidates have at least 2 years in sales operations or call-center support, strong organizational skills, and proficiency in MS Office.