Sales Operations Support Specialist - Auto Insurance

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

COMPANY OVERVIEW

Founded in 1989, United Automobile Insurance Company is an innovative and established organization looking for a Sales and Operations Support Specialist (Agency Support) to join our team. Family-owned, UAIC, is one of the largest privately held property and casualty insurance companies in the United States. The key to our growth and success is a commitment to providing quality service to our agents and customers, by providing disciplined underwriting, and strategic claims handling. Our ongoing efforts to invest substantial resources in personnel and technology are the foundation of our promise of assuring maximum efficiency and specialized operations in the industry. We are proud that our independent agents and customers have recognized our dedication by making UAIC the market leader in every state where we conduct business.

SCOPE

The Sales and Operations Support Specialist (Agency Support) will provide essential assistance to the sales and marketing team. The role involves them assisting insurance agents with onboarding, licensing, appointments, commissions, policy support, and general agency service needs. This role serves as a liaison between agents, internal departments, and insurance carriers to ensure timely processing and excellent customer service. This is a remote opportunity, and the ideal candidate will be seated in the Miami Dade or Broward Country area.

DUTIES :Key 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.

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.

Skills

• Customer service
• Communication
• Time management
• Data entry and documentation
• Team collaboration
• Attention to detail
• Follow-up and task management

BENEFITS:

• 401(k) Retirement Savings Plan with employer match.
• Comprehensive Medical, Prescription Drug, Vision, and Dental Insurance
• Paid Time Off, Holidays, and Leave programs.
• Flexible spending accounts
• Basic Life Insurance and Voluntary Life/ADD
• Short Term and Long-Term Disability

UAIC is an Equal Opportunity Employer and is committed to the principle of equal employment opportunity for all employees. All employment decisions at UAIC are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.