What are the responsibilities and job description for the Sales Operations Associate position at AssuranceAmerica?
Join a Team That Feels Like Family—And Build a Career with Us
We’re looking for a dependable, dedicated, and detail-oriented Sales Operations Associate who’s not afraid to roll up their sleeves—whether it’s a big task or a small one. If you’re a hard worker who thrives in a team-oriented environment, has flexibility with office presence, and is willing to pitch in after hours when needed, this could be the perfect fit for you.
At AssuranceAmerica, we’re more than just coworkers—we’re a tight-knit team that supports each other every day. We’re looking for someone who values connection, collaboration, and going above and beyond for their teammates, Territory Managers, and agency partners. This role is not only a great opportunity to contribute meaningfully from day one, but also a stepping stone to building a successful and rewarding career with our company.
Key Responsibilities
Agency Appointments & Compliance
What We're Looking For
We’re looking for a dependable, dedicated, and detail-oriented Sales Operations Associate who’s not afraid to roll up their sleeves—whether it’s a big task or a small one. If you’re a hard worker who thrives in a team-oriented environment, has flexibility with office presence, and is willing to pitch in after hours when needed, this could be the perfect fit for you.
At AssuranceAmerica, we’re more than just coworkers—we’re a tight-knit team that supports each other every day. We’re looking for someone who values connection, collaboration, and going above and beyond for their teammates, Territory Managers, and agency partners. This role is not only a great opportunity to contribute meaningfully from day one, but also a stepping stone to building a successful and rewarding career with our company.
Key Responsibilities
Agency Appointments & Compliance
- Manage new agency appointments using PTS, Salesforce, and OneSpan platforms.
- Maintain accurate and up-to-date agent and agency licensing records within state databases.
- Ensure all licensing actions comply with state regulations.
- Maintain documentation, including E&O certificates, EFT forms, W-9s, contact updates, and appointment paperwork.
- Serve as a primary point of contact for Territory Managers and agency partners, offering exceptional service and timely support.
- Resolve inquiries via phone and email, provide process training, and assist with troubleshooting issues.
- Anticipate the needs of the field and provide proactive support that helps Territory Managers and agents perform at their best.
- Process incentive payments and issue Visa cards for eligible agency partners.
- Coordinate and manage download setup processes to support agency management systems.
- Assist with monthly and annual license and appointment renewal activities.
What We're Looking For
- A diligent professional with a strong work ethic and attention to detail.
- Dependable and adaptable—able to work in-office and occasionally support after-hours needs.
- A collaborative team player who values a strong, supportive workplace culture.
- Personable and professional in communication, with strong interpersonal skills.
- Highly organized and able to manage multiple administrative tasks with precision.
- Looking not just for a job, but for a meaningful role within a cohesive team.
- Prior experience in insurance operations, agency services, or licensing.
- Proficiency in Salesforce, PTS, OneSpan, and state licensing systems.
- Strong administrative and technical skills across multiple platforms.
- Bilingual in Spanish is a plus.
