Remote Sales Operations & Onboarding Specialist

Bayview Fund Management, LLC; Coral Gables (FL); A distancia; USD 65.000 - 75.000; Jornada completa

Descripción de la vacante

Lakeview Household Insurance Solutions is seeking a Sales Support Specialist to coordinate onboarding/offboarding of Sales Agents, manage licensing and credentials, and oversee system access and documentation. The role supports Sales Leadership and QA functions in a fully remote capacity.

You will partner with Licensing, IT, Training, and Compliance to keep records current and ensure timely production readiness. Strong organizational skills and attention to detail are essential.

Formación

• High school diploma or equivalent required.
• Minimum of 2 years of experience in sales operations, call center support, performance monitoring, or a related field.
• Strong organizational and time management skills, with the ability to manage multiple priorities, track outstanding items, and consistently meet deadlines.
• Intermediate proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Strong attention to detail and commitment to data accuracy and integrity, with the ability to manage multiple workflows while maintaining consistency and quality.
• Demonstrated ability to collaborate effectively across cross-functional teams, including Sales, Training, Quality Assurance, Licensing, and Operations.
• Ability to work independently, proactively resolve administrative challenges, exercise sound judgment, and maintain confidentiality when handling sensitive information.

Responsabilidades

• 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 elevate 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.

Conocimientos

Organizational skills

Time management

Microsoft Office

Attention to detail

Cross-functional collaboration

Confidentiality

Educación

High school diploma or equivalent

Herramientas

CRM systems

Sales support tools

Descripción del empleo

Lakeview Household Insurance Solutions is seeking a Sales Support Specialist to coordinate onboarding/offboarding of Sales Agents, manage licensing and credentials, and oversee system access and documentation. The role supports Sales Leadership and QA functions in a fully remote capacity.

You will partner with Licensing, IT, Training, and Compliance to keep records current and ensure timely production readiness. Strong organizational skills and attention to detail are essential.