Sales Operations Associate

Key Responsibilities

• Manage new agency appointments using PTS, Salesforce, and OneSpan platforms.
• Maintain accurate and up-to-date agent and agency licensing records within state databases.
• Ensure all licensing actions comply with state regulations.
• Maintain documentation, including E&O certificates, EFT forms, W-9s, contact updates, and appointment paperwork.
• Serve as a primary point of contact for Territory Managers and agency partners, offering exceptional service and timely support.
• Resolve inquiries via phone and email, provide process training, and assist with troubleshooting issues.
• Anticipate the needs of the field and provide proactive support that helps Territory Managers and agents perform at their best.
• Cook up and Front Desk Support
• Coordinate and manage download setup processes to support agency management systems.
• Aid in monthly and annual license and appointment renewal activities.
• Provide front desk coverage and operational support as needed.

Qualifications

• A proactive, self-starting professional who works autonomously, takes initiative, and consistently anticipates needs.
• Diligent, with a strong work ethic and exceptional attention to detail.
• Dependable and adaptable, with the ability to work in-office full time and occasionally support after-hours needs.
• Highly organized and capable of managing multiple administrative tasks with precision and efficiency.
• A collaborative team player who values a supportive, cohesive workplace culture.
• Personable and professional in communication, with strong interpersonal skills.

Preferred Qualifications

• Prior experience in insurance operations, agency services, or licensing.
• Proficiency in Salesforce, PTS, OneSpan, and state licensing systems.
• Strong administrative and technical skills across multiple platforms.
• Bilingual in Spanish is a plus.