[Hiring] Sales Support Specialist @Lakeview Household Insurance Solutions

Role Description

The Sales Support Specialist is responsible for overseeing and coordinating the administrative functions that support the daily operations of the Sales organization. This role focuses on:

• Sales Agent onboarding and offboarding
• Licensing and carrier appointment coordination
• System access management
• Policies and procedures
• Administrative support for Sales Leadership and Quality Assurance

This position works cross-functionally with internal departments and external partners to ensure:

• Administrative processes are completed accurately and efficiently
• Outstanding requirements are addressed
• Sales Agents have the resources and access needed to perform their roles effectively

The Sales Support Specialist also supports process improvements, maintains accurate operational records, and helps ensure consistency and compliance across Sales administrative activities. This is a remote role and the pay range is 65-75K.

Qualifications

• High school diploma or equivalent required
• Minimum of 2 years of experience in sales operations, call center support, performance monitoring, or a related field
• Strong organizational and time management skills
• Intermediate proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint
• Strong attention to detail and commitment to data accuracy and integrity
• Demonstrated ability to collaborate effectively across cross-functional teams
• Ability to work independently and proactively resolve administrative challenges

Requirements

• Previous experience in the personal lines insurance industry, particularly within sales operations, agent support, or call center environments (preferred)
• Working knowledge of personal lines insurance operations, including agent licensing, carrier appointments, and onboarding processes (preferred)
• Experience utilizing Customer Relationship Management (CRM) systems, comparative rating platforms, and other sales support tools (preferred)
• Familiarity with performance monitoring, operational reporting, and process improvement initiatives within a sales or insurance environment (preferred)
• Personal Lines or Property & Casualty General Lines Agent License preferred

Physical Demands and Work Environment

• Regular sitting and use of hands for handling objects, tools, or controls
• Frequent talking and listening in a moderately noisy environment
• Occasional standing, walking, and reaching with hands and arms
• Rare instances of stooping, kneeling, crouching, or crawling
• Lifting and moving objects up to 10 pounds is a regular part of the role
• Specific vision abilities such as close vision, color vision, and the ability to adjust focus are necessary
• Must connect to the internet via a direct Ethernet connection
• Maintain a dedicated workspace to safeguard customer information
• Internet connection with a minimum download speed of 50 Mbps and a minimum upload speed of 10 Mbps
• Prioritizing the connection for work purposes is strongly recommended if using shared internet

EEOC

Lakeview Household Insurance Solutions is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence, and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.