Sales Support Specialist

Job Summary

A company is looking for a Sales and Operations Support Specialist.

Key Responsibilities

• Educate clients on auto insurance options and recommend tailored coverage
• Manage Salesforce CRM for tracking leads, updating client records, and generating reports
• Evaluate and renew existing auto insurance policies and maintain confidential documentation

Required Qualifications

• Proven track record in insurance sales or support, specifically in automobile insurance
• Advanced proficiency in Salesforce, including automation and dashboards
• Strong analytical abilities for interpreting data and calculating premiums
• High school diploma required; BSc in Business, Marketing, or related field preferred
• Experience with client-focused CRM systems beyond Salesforce is a plus