Sales Support Specialist - Dallas - Questpro

    Questpro
    Questpro Dallas

    14 hours ago

    $48,000 - $80,000 (USD) per year * Insurance
    Description

    Title: Administrative / Sales Support Specialist (Life Insurance Agency)

    Location: Dallas – In Office (North Dallas near Preston & 635)

    Temp to hire

    Might be open to Hybrid down the road

    Must have Advanced Excel Experience

    About the Role

    We are seeking a motivated and detail-oriented Administrative Assistant/Sales Support Specialist to join our growing Life Insurance Brokerage Agency. This is temp to possible hire working closely with our senior leadership team and producers to support day-to-day administrative functions.

    Would prefer someone that has some experience in the life insurance, sales support, or administrative operations who is looking to grow their career within a dynamic and supportive environment.

    Key Responsibilities

    • Assist producers with new business applications and policy servicing
    • Run basic carrier illustrations and assist with case preparation
    • Provide administrative and back-office support
    • Maintain accurate electronic files in the Agency Management System and CRM
    • Support documentation, follow-ups, and general office organization

    Qualifications

    • Basic understanding of life insurance products preferred
    • Strong organizational and time management skills
    • Needs ADVANCED level Excel experience
    • Detail-oriented with strong follow-up skills
    • Professional communication skills
    • Ability to manage multiple tasks in a fast-paced environment
    • Experience with AgencyWorks or other CRM systems is helpful but not required
    * This salary range is an estimation made by beBee
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