Insurance Sales
2 days ago
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RemoteFull-timeEntry
Summary
Diamond Guard Insurance: Allstate is seeking a Remote Insurance Sales Support & Onboarding Specialist to join their team. The role involves supporting new clients through the onboarding process and assisting the sales team in closing deals efficiently.
About the Role
As a Remote Insurance Sales Support & Onboarding Specialist, you will be responsible for managing documentation, payments, verifications, and follow-ups after a client agrees to a policy. Your daily tasks will include researching underwriting questions, guiding new customers through onboarding, confirming coverage details, and identifying referral opportunities. You will play a crucial role in ensuring a smooth transition for clients and contributing to the sales team's success.
About You
Required:
- Active Texas Property & Casualty license
- 1+ year insurance experience (onboarding, customer service or sales support)
- Located in the U.S. (Remote role)
- Comfortable working remotely with reliable Wi-Fi
- Able to manage multiple requests, documents, and follow-ups daily
- Organized with no dropped balls
Preferred:
- Bilingual (Spanish)
- Familiarity with compliance and underwriting systems
Benefits
- Salary + bonuses
- Full benefits: health, dental, vision, PTO, 401(k)
- Flexibility in schedule
- Sales training opportunities
Diamond Guard Insurance: Allstate
Having been in the financial services industry in a variety of roles for over 30 years I am excited to be a part of the Allstate family. Our agency is proud to provide consultative services to our community helping them understand their protection needs. Through this approach we help you develop unique solutions using Allstate's world class products. We will be there for guidance when life events happen.
Bedford, TX