Sales Administrator

The Juris Agency; Fairview (OR); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Flexible Schedule

Job summary

The Juris Agency in Fairview, OR is seeking a sales-focused professional to manage inbound and outbound opportunity flow. The role blends active selling with essential clerical support, including maintaining CRM data and renewals to protect retention.

You’ll follow up leads, prepare quotes, close personal lines and small commercial accounts, and handle endorsements and policy changes. On-site work and a valid Oregon property & casualty license are required.

Qualifications

• High school diploma or equivalent required.
• Active Oregon Property & Casualty producer license (required).
• Comfortable selling on the phone and in person.
• Organized with strong follow-up and paperwork.
• Reliable transportation; on-site work in Fairview.
• Basic computer skills; quick learner of new systems.

Responsibilities

• Sales (about 70%): follow up leads, quotes, and close personal lines and small commercial accounts.
• Cross-sell and round out existing policies when it makes sense.
• Work renewals early to protect retention.
• Log activity to keep the pipeline visible.
• Clerical/office (about 30%): process endorsements, certificates, ID cards, billing questions, and policy changes.
• Prepare new-business and renewal files so they’re complete and ready to bind.
• Keep the AMS/CRM current with notes and documents.
• Answer phones and handle basic office coordination.

Skills

Phone sales

Organization

Follow-ups

CRM familiarity

Education

High school diploma or equivalent

Tools

CRM software

Job description

Job Description

This is a sales-first position with light office support. Most of your time is spent following up leads, quoting, closing, and working renewals. The rest is handling basic service work and keeping files and the CRM clean so nothing falls through the cracks. Your opportunity to earn commission on new sales is Limitless.

Benefits

• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Flexible Schedule

Responsibilities

Sales (about 70%)

Follow up inbound calls, web leads, referrals, and quote requests the same day

Gather needs, run quotes, present options, and close personal lines and small commercial accounts

Cross-sell and round out existing policies when it makes sense

Work renewals early and protect retention

Log activity so the pipeline stays visible

Clerical / office (about 30%)

Process endorsements, certificates, ID cards, billing questions, and policy changes

Prepare new-business and renewal files so they’re complete and ready to bind

Keep the AMS/CRM current (notes, documents, status)

Answer phones and handle basic office coordination

Requirements

High school diploma or equivalent.

Active Oregon Property & Casualty producer license (required)

Comfortable selling on the phone and in person

Organized and accurate with follow-ups and paperwork

Reliable transportation; must work on site in Fairview

Basic computer skills (email, documents); Comfortable learning new systems quickly