- 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
- 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
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Sales Support Specialist - Dallas - Questpro
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
Qualifications
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IT Support Specialist
Only for registered members Dallas, Texas, United States
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Support Specialist
Only for registered members Dallas, TX
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IT Support Specialist
Only for registered members Dallas, TX
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IT Support Specialist
Only for registered members Dallas, TX
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IT Support Specialist
Only for registered members Dallas, TX
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IT Support Specialist
Only for registered members Gillis Road Farmers Branch, Texas, United States
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IT Support Specialist
Only for registered members Dallas, Texas, United States
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IT Support Specialist
Only for registered members Dallas
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IT Support Specialist
Only for registered members Dallas
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Support Specialist
Full time Only for registered members Dallas
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Support Specialist
Only for registered members Dallas
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IT Support Specialist
Full time Only for registered members Dallas
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IT Support Specialist
Only for registered members Dallas
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IT Support Specialist
Only for registered members Dallas
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IT Support Specialist
Only for registered members Dallas
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IT Support Specialist
Only for registered members Dallas
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IT Support Specialist
Only for registered members Dallas
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IT Support Specialist
Only for registered members Dallas
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Support Specialist
Only for registered members Dallas
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IT Support Specialist
Only for registered members Dallas
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Caregiver Support Specialist
Only for registered members Dallas, TX
