Insurance Sales Support & Onboarding – Remote $60K+ Potential (Must Hold a Texas Property & Casualty License — 1 Year Insurance Experience Required)
Keep Deals Moving. Get Paid for It.
Diamond Guard Insurance has sold tens of thousands of policies across Texas over the last 25 years. We don’t work like a traditional agency—we move fast, we win as a team, and we don’t let paperwork slow us down.
We’re hiring a Remote Insurance Sales Support & Onboarding Specialist to help new clients complete their first steps—and to help our sales team close more, faster.
You’ll take over right after the client says “yes”: documentation, payments, verifications, follow-ups. You’ll also surface referrals and spot financial leads that create more value for the client—and more revenue for the team.
What You’ll 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 leads
What 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+ annually
Requirements:
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 “I’ll get to it later.”
Bonus Points For:
Bilingual (Spanish)
Familiarity with compliance and underwriting systems
What 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 closers—so you can grow into one
Why This Role Exists:
Every deal we close needs momentum after the “yes.” You bring that momentum. You’re the reason the client stays, refers their cousin, and bundles in a financial product 3 weeks later. You help us scale—without dropping service quality.
This is a remote position.
The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.