COMPANY OVERVIEW:
Founded in 1989, United Automobile Insurance Company is an innovative and established organization looking for a Sales and Operations Support Specialist (Agency Support) to join our team. Family-owned, UAIC, is one of the largest privately held property and casualty insurance companies in the United States. The key to our growth and success is a commitment to providing quality service to our agents and customers, by providing disciplined underwriting, and strategic claims handling. Our ongoing efforts to invest substantial resources in personnel and technology are the foundation of our promise of assuring maximum efficiency and specialized operations in the industry. We are proud that our independent agents and customers have recognized our dedication by making UAIC the market leader in every state where we conduct business.
SCOPE:
The Sales and Operations Support Specialist (Agency Support) will provide essential assistance to the sales and marketing team. This role involves leveraging Salesforce expertise to manage data, support client interactions, and ensure adherence to established SOPs. The ideal candidate will have hands-on experience in auto insurance, focusing on agency operations such as policy management and client education.
This is a remote opportunity, and the ideal candidate will be seated in the Miami Dade or Broward Country area.
DUTIES :
Key Responsibilities Educate clients on auto insurance options (e.g., liability, collision, comprehensive) and recommend tailored coverage based on their needs, vehicles, and driving profiles.indeed.com
Manage Salesforce CRM for tracking leads, updating client records, generating reports on sales performance, and analyzing data to optimize operations.
Evaluate and renew existing auto insurance policies, recommending additional features like gap insurance or anti-theft discounts, while maintaining confidential documentation.
Collect client risk profiles and prepare detailed reports on policy performance, claims processing, and business endeavors to stakeholders.resources.workable.com
Support operational tasks per SOPs, including checking insurance claims, replenishing job-specific knowledge, and ensuring compliance with company policies.
Build and maintain long-lasting client relationships through regular communication, focusing on client-focused solutions in the auto insurance space.
Contribute to team goals by appraising customer demands, fulfilling policy obligations, and staying updated on industry trends in auto insurance.
Preferred Skills and Qualifications Proven track record in insurance sales or support, with specific experience in automobile insurance plans.
Advanced proficiency in Salesforce, including automation, dashboards, and integration for sales and ops support.salesforce.com
Strong analytical abilities to interpret data, calculate premiums/deductibles, and perform quick mathematical operations.
Excellent verbal and written communication skills for client interactions and presentations.
Patience and goal-oriented mindset for handling customer queries and achieving sales targets.
Ability to work with computers and standard statistical tools; experience with client-focused CRM systems beyond Salesforce is a plus.
High school diploma required; BSc in Business, Marketing, or related field preferred.
BENEFITS: 401(k) Retirement Savings Plan with employer match.
Comprehensive Medical, Prescription Drug, Vision, and Dental Insurance
Paid Time Off, Holidays, and Leave programs.
Flexible spending accounts
Basic Life Insurance and Voluntary Life/ADD
Short Term and Long-Term Disability
UAIC participates in the E-Verify program to confirm the employment eligibilityof all newly hired employees. For more information about E-Verify, please visithttps://www.e-verify.gov/.
UAIC is an Equal Opportunity Employer and is committed to the principle of equal employment opportunity for all employees. All employment decisions at UAIC are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.
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