Insurance Sales Support & Onboarding – Remote $60K+ Potential (Must Hold a Texas Property & Casualty License — 1 Year Insurance Experience Required)

Allstate Insurance Agency - William Doran

Insurance Sales Support & Onboarding – Remote $60K+ Potential (Must Hold a Texas Property & Casualty License — 1 Year Insurance Experience Required)

Bedford, TX
Full Time
Paid
  • Responsibilities

    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.