Insurance Sales Support & Onboarding Remote $60K+ Potential (Must Hold a Texas Property & Casualty
8 days ago
Bedford
Job DescriptionKeep Deals Moving. Get Paid for It. Diamond Guard Insurance has sold tens of thousands of policies across Texas over the last 25 years. We dont work like a traditional agencywe move fast, we win as a team, and we dont let paperwork slow us down. Were hiring a Remote Insurance Sales Support & Onboarding Specialist to help new clients complete their first stepsand to help our sales team close more, faster. Youll take over right after the client says yes: documentation, payments, verifications, follow-ups. Youll also surface referrals and spot financial leads that create more value for the clientand more revenue for the team. What Youll Handle (Daily): • Support the sales team by researching underwriting questions, policy details, and system issues, • Guide new customers through onboarding (checklist, documents, payments, etc.), • Get signed apps and trailing docs across the finish line, • Confirm coverage details and prior policy cancellations, • Enroll customers in paperless tools, • Track and manage tasks in CRM, • Submit and monitor underwriting requests, • Process policy changes during the first policy period, • Identify referral opportunities and financial leadsWhat Success Looks Like (After 90 Days):, • You complete 80+ new onboardings/month, • You maintain a 95% completion rate for apps/docs, • You generate 15 quoted referrals/month, • You deliver 10 financial appointments/month, • You earn $60K+ annuallyRequirements:, • Active Texas Property & Casualty license, • 1+ year insurance experience (onboarding, customer service or sales support), • Located in the U.S. (Remote role), • Comfortable working remotely with reliable Wi-Fi, • Able to manage multiple requests, documents, and follow-ups daily, • Organized. No dropped balls. No Ill get to it later.Bonus Points For:, • Bilingual (Spanish), • Familiarity with compliance and underwriting systemsWhat You Get:, • Salary + bonuses, • Full benefits: health, dental, vision, PTO, 401(k), • Flexibility: hit your targets, and your schedule is your call, • Sales training, not just for closersso you can grow into oneWhy This Role Exists: Every deal we close needs momentum after the yes. You bring that momentum. Youre the reason the client stays, refers their cousin, and bundles in a financial product 3 weeks later. You help us scalewithout dropping service quality. This is a remote position.