Insurance Sales Support & Onboarding – Remote $60K+ Potential (Must Hold a Texas Property & Casualty License — 1 Year Insurance Experience Required)
Fully Remote - US
Insurance Sales Support & Onboarding – Remote $60K+ Potential (Must Hold a Texas Property & Casualty License — 1 Year Insurance Experience Required)
Full Time • Fully Remote - US
Responsive recruiter
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.
Compensation: $60,000.00 per year
As a licensed insurance professional, you won't just learn the business—you'll master it. You'll achieve your financial goals, play a vital role in the agency's growth, and make meaningful connections within your community.
But the journey doesn’t stop there. This role opens doors to endless possibilities, including new challenges and leadership opportunities. You could even take the leap to become an agency owner and shape your own success story. The future is yours to create!
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.
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In demand
Consumers will always need insurance.
Protect people
You'll help customers protect what matters most to them.
Growth Culture
You will continually learn and grow to help you exceed your goals.
Generous Benefits Package
You receive paid time off, including holidays, access to medical, dental, and vision coverage, and a 401(k) plan.