Sales Executive​/Admin

Job Title:

Sales & Administrative Associate (Remote)

We are seeking a versatile and motivated Sales & Administrative Associate to join our growing insurance team. This 100% remote position is designed for a detail-oriented professional who can bridge the gap between high-level client support and proactive business development. You will be responsible for managing administrative workflows while identifying opportunities to expand our client base.

Working Hours: Monday – Friday, Standard Business Hours (EST)
Location: Remote (U.S. Based)

• Client Relationship Management: Act as the first point of contact for policyholders, answering inquiries and providing exceptional service via phone and email.
• Administrative Support: Manage policy documentation, process renewals, and ensure all client data is accurately maintained in our CRM.
• Sales Support: Identify cross‑selling opportunities with existing clients and follow up on warm leads to drive new business growth.
• Communication: Coordinate between clients and underwriters to ensure a seamless application and claims process.
• Compliance: Maintain a high level of accuracy and confidentiality in accordance with industry regulations.

• Education: Bachelor’s degree in Business, Finance, Communications, or a related field (Required).
• Experience: Previous experience in sales, account management, or insurance is highly preferred
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• Communication: Exceptional verbal and written communication skills; ability to explain complex policy details clearly.
• Technical Proficiency: Comfortable working with CRM software, Microsoft Office 365, and virtual meeting platforms (Zoom/Teams).
• Home Office: Must have a dedicated, quiet workspace with a reliable, high‑speed internet connection.

• A proactive problem‑solver who doesn't wait for instructions to help a client.
• A disciplined self‑starter who thrives in a remote environment without direct supervision.
• A persuasive communicator who enjoys building relationships and hitting targets.

• Competitive base salary plus performance‑based incentives.
• Comprehensive training on insurance products and systems.
• The flexibility of a fully remote work‑from‑home environment.
• Career advancement opportunities within the firm.

Please email your resume and a brief cover letter to  outlining your relevant experience and why you are the best fit for a remote‑first insurance role.