Title: Administrative / Sales Support Specialist (Life Insurance Agency)

Location: Dallas – In Office (North Dallas near Preston & 635)

Temp to hire

Might be open to Hybrid down the road

Must have Advanced Excel Experience

About the Role

We are seeking a motivated and detail-oriented Administrative Assistant/Sales Support Specialist to join our growing Life Insurance Brokerage Agency. This is temp to possible hire working closely with our senior leadership team and producers to support day-to-day administrative functions.

Would prefer someone that has some experience in the life insurance, sales support, or administrative operations who is looking to grow their career within a dynamic and supportive environment.

Key Responsibilities

• Assist producers with new business applications and policy servicing
• Run basic carrier illustrations and assist with case preparation
• Provide administrative and back-office support
• Maintain accurate electronic files in the Agency Management System and CRM
• Support documentation, follow-ups, and general office organization

Qualifications

• Basic understanding of life insurance products preferred
• Strong organizational and time management skills
• Needs ADVANCED level Excel experience
• Detail-oriented with strong follow-up skills
• Professional communication skills
• Ability to manage multiple tasks in a fast-paced environment
• Experience with AgencyWorks or other CRM systems is helpful but not required