Insurance Sales Support Representative

IMPORTANT: READ ENTIRE JOB POST BEFORE APPLYING

To prove you pay attention to details, begin your application with:

OnePoint Pipeline

Applications that do not follow this instruction may not be considered.

About OnePoint Insurance Agency

OnePoint Insurance Agency is a rapidly growing U.S.-based insurance brokerage helping individuals, families, and businesses protect what matters most.

We provide:

Health Insurance
Auto Insurance
Homeowners Insurance
Life Insurance
Dental Insurance
Vision Insurance
Disability Insurance
A ---------- Insurance
Critical Illness Insurance
Business Insurance

We are looking for a highly motivated Insurance Sales Support Representative to support our sales team by following up with leads, scheduling appointments, maintaining our CRM, and helping move prospects through the sales pipeline.

This is a phone-heavy position.

If you enjoy speaking with people, building relationships, following up consistently, and helping a sales team succeed, we would love to hear from you.

Your Mission

Your mission is to ensure that no lead gets forgotten.

You will help:

Follow up with prospects
Confirm appointments
Re-engage older leads
Maintain CRM accuracy
Support licensed insurance agents
Move opportunities through the pipeline

Your work directly impacts:

Appointment Volume
Quote Activity
Policy Sales
Client Retention
Agency Growth
Responsibilities
Lead Follow-Up
Make outbound calls to leads and prospects
Follow up on insurance quotes
Re-engage inactive leads
Contact prospects who have not responded
Confirm interest and next steps
Appointment Setting
Schedule appointments for licensed agents
Confirm upcoming appointments
Reduce no-shows
Maintain calendar accuracy
CRM Management
Update CRM records after every call
Document all conversations
Maintain accurate pipeline stages
Create follow-up tasks
Ensure leads are properly tracked
Client Communication
Send follow-up text messages
Send follow-up emails
Confirm receipt of documents
Answer basic questions before appointments
What We're Looking For

The ideal candidate is:

? Comfortable on the phone

? Friendly and professional

? Organized

? Persistent without being pushy

? Detail-oriented

? Coachable

? Reliable

? Positive

? Results-driven

? Interested in long-term growth

Preferred Experience

Experience in any of the following is helpful:

Appointment Setting
Telemarketing
Customer Service
Call Center Operations
Sales Support
Lead Generation
Virtual Assistance
Insurance Sales Support

Insurance experience is a plus but not required.

We will train the right person.

Technology Requirements
Reliable Computer
High-Speed Internet
Quality Headset
Quiet Work Environment

Experience with CRM systems such as:

GoHighLevel
HubSpot
Salesforce
Zoho
Pipedrive
Other CRM Platforms

is a plus.

Work Schedule

Monday – Friday

9:00 AM Eastern Time (USA) – 7:00 PM Eastern Time (USA)

Includes one (1) hour unpaid lunch break.

Compensation
Starting Salary

$465 USD Per Month

Experienced candidates may be considered for:

Up to $600 USD Per Month

Based on:

Experience
Communication Skills
Performance
Reliability
Overall Fit

Top performers may receive:

Performance Bonuses
Additional Responsibilities
Leadership Opportunities
Future Compensation Increases
Application Requirements

Please submit:

1. Resume
2. Outbound Calling Experience Summary
3. CRM Systems You Have Used
4. Internet Speed Test Screenshot
5. Computer Specifications
6. Expected Monthly Salary
3–5 Minute Video Submission (Required)

To help us evaluate your communication skills, confidence, professionalism, and ability to build rapport, all applicants must submit a 3–5 minute video answering the following:

Tell us:
About your customer service and outbound calling experience.
How many calls you can comfortably make in a day.
How you handle prospects who are not interested.
How you stay organized with follow-ups and appointments.
Why you want to work with OnePoint Insurance Agency.

Important:

We are not looking for perfect English.

We are looking for:

Confidence
Communication Skills
Professionalism
Follow-Up Discipline
Positive Energy
Coachability

Applications submitted without the required video may not be considered.

Voice Recording Requirement

Please provide a short voice recording introducing yourself and explaining why you believe you would be a great fit for this position.

Why Join OnePoint Insurance Agency?

We are building a world-class insurance brokerage and are looking for tea ---------- mbers who want to grow with us long-term.

If you enjoy helping people, speaking on the phone, building relationships, and supporting a winning sales team, we would love to hear from you.

OnePoint Insurance Agency