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Administrative Sales Support Specialist
Administrative Sales Support SpecialistAaron Thach Insurance Agency • Pacifica, CA, US
Administrative Sales Support Specialist

Administrative Sales Support Specialist

Aaron Thach Insurance Agency • Pacifica, CA, US
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Job Description

Job Description

The Administrative Sales Support Specialist plays a crucial role in supporting the District Offices Sales team by tracking key performance metrics, managing administrative processes, and ensuring the smooth execution of sales and training activities. This role requires strong organizational skills, attention to detail, and the ability to coordinate effectively with management and sales representatives. The Farmers Insurance District office is Located in the Financial District of San Francisco with easy access by all forms of public transportation. Applicants must have P&C and\or Life and Health License for consideration.

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Health Insurance

Hands on Training

Mon-Fri Schedule

Responsibilities

Sales & Training Support

Track and monitor quoting activity

Maintain oversight of the training calendar and ensure timely participation.

Monitor time tracking for team members to ensure accountability and efficiency.

Track and report on sales activity to provide insights into performance trends.

Process Development & Optimization

Collaborate with management to implement best practices that enhance the Career Advancement Opportunities.

Maintain and update daily activity logs to ensure accurate reporting.

Participate in process improvement initiatives to streamline workflows and improve efficiency.

Daily Administrative Responsibilities

Conduct morning huddles to review key performance indicators, including :

Prior day's inbound calls.

Prior day's meaningful conversations

Quoting activity and follow-ups.

Provide daily reports and insights to management to assist in decision-making.

Requirements

Strong organizational and multitasking abilities.

Excellent communication and coordination skills.

Proficiency in data tracking, reporting, and CRM tools.

Ability to work independently and in a team-oriented environment.

Experience in administrative support, sales coordination, or a related role is preferred.

California Property and Casualty and Health and Life License required

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Administrative Support Specialist • Pacifica, CA, US

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