Note: The job is a remote job and is open to candidates in USA. AIS Insurance provides insurance products and sales and service capabilities across the United States. The Sales Support Specialist supports Sales Representatives and guides prospective customers through the new policy process, from quoting through binding coverage. The role also involves completing applications, explaining coverage options, meeting performance goals, and maintaining prompt customer support.
Responsibilities
- Support Sales Representatives: Serve as a direct resource for Sales Reps, handling new business inquiries, completing applications, and providing coverage when Reps are unavailable
- Guide Clients Through the Purchase Process: Build rapport with prospective customers, gather the information needed to move their application forward, and deliver a smooth, professional buying experience
- Quote New Business: Run accurate insurance quotes across multiple carriers for new customers, clearly presenting coverage options and helping clients understand the products that best fit their needs
- Complete Applications: Prepare, submit, and follow up on new policy applications, ensuring all required documentation and information are collected accurately and on time
- Educate and Advise: Explain coverage options, discounts, and policy features to help clients make informed decisions — with a focus on finding the right fit, not just the fastest close
- Meet Performance Goals: Consistently achieve KPI benchmarks, including % of Binds and Contacts Handled, in line with company expectations
- Stay Queue-Ready: Maintain availability and manage phone states appropriately to ensure clients and Sales Reps receive prompt, professional support throughout the day
Skills
- Strong verbal and written communication abilities to effectively interact with customers and team members
- Ability to multitask, stay detail-oriented, and maintain exceptional organizational skills in a fast-paced environment
- A team player with strong interpersonal abilities and the capacity to empathize with customers
- Solid computer and typing skills, with proficiency in navigating a Windows environment
- Competence in simultaneously navigating and toggling between multiple systems, including data entry, quoting applications, insurance software, and communication platforms
- Strong problem resolution skills to address and resolve customer concerns effectively
- High School diploma or its equivalent
- Active Resident Property & Casualty Insurance Producer license
- Must be eligible to obtain licensing in all states
- 1+ years customer service experience in the insurance or related industry
- Dedicated, quiet workspace
- High-speed internet via reliable provider
- Ability to attend virtual meetings and training sessions
- Shift: Monday-Friday | 8AM-5PM PST / 10AM-7PM CST / 11AM-8PM EST
- Familiarity with multiple insurance carriers and state insurance regulations is preferred
- Bachelor's degree a plus
- Bilingual Spanish a plus
Benefits
- Flexibility to work from anywhere in the United States for most positions
- Paid time off (vacation time, sick time, paid Company holidays, volunteer hours)
- Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
- Medical, dental, vision, life, and pet insurance
- 401 (k) retirement savings plan with company match
- Professional development & promotional opportunities
- Education assistance and training programs
- Company recognition program
- Mental wellbeing and caregiver support resources
Company Overview