Sales Operations Associate

Join a Collaborative and Supportive Team

We are seeking a reliable, detail-oriented, and proactive Sales Operations Associate to support our growing team. This role is ideal for someone who thrives in a fast-paced, team-oriented environment and is willing to contribute wherever needed—whether that means tackling a major project or lending a hand with day-to-day tasks.

At our company, we pride ourselves on our strong sense of community. We’re not just coworkers—we’re a close-knit team that values collaboration, trust, and mutual support. If you’re someone who takes initiative, embraces flexibility, and is committed to helping others succeed, we’d love to meet you.

Key Responsibilities

Agency Appointments & Compliance

• 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.

Agent & Territory Manager Support

• 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.

Agency Management Download and Front Desk Support

• Coordinate and manage download setup processes to support agency management systems.
• Assist with monthly and annual license and appointment renewal activities.
• Provide front desk coverage and operational support as needed.

What We're Looking For

• A proactive, self-starting professional who works autonomously, takes initiative, and consistently anticipates needs.
• Accountable and resourceful, with the ability to take ownership of responsibilities and independently drive work forward.
• 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.
• Seeking not just a job, but a meaningful role within a committed and engaged team.

 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.

Why You'll Love Working With Us

• Join a small, close-knit team where your contributions truly matter.
• Be part of a workplace that celebrates success and supports one another.
• Enjoy a culture where hard work, initiative, and dedication are recognized and valued.
• You’ll never feel like just a number—you’ll be part of a professional family.