
Full time
Insurance Sales Support Assistant
Remote Job
Posted on: 07/10/2026
This is a remote position.
The ideal candidate is friendly, organized, comfortable
making outbound calls, and enjoys building relationships while providing
outstanding customer service.
Key Responsibilities
- Contact
prospective clients who have previously requested quotes.
- Reach
out to former clients to earn back their business.
- Contact
existing customers who have only Home or only Auto insurance and offer
bundled insurance quotes.
- Explain
the benefits of comparing insurance options with our agency.
- Gather
all information necessary to prepare accurate insurance quotes, including:
- Personal
information
- Driver
information
- Vehicle
information
- Property
details
- Current
insurance information
- Coverage
preferences
- Enter
and maintain accurate customer information in the CRM system.
- Schedule
appointments or transfer qualified opportunities to licensed insurance
agents.
- Follow
up with prospects and clients as directed.
- Maintain
detailed notes of all conversations and activities.
- Meet
daily outbound call, lead generation, and appointment-setting goals.
- Build
positive relationships while delivering exceptional customer service.
Who We Are:
1,000
Soul Company
25
Languages
Here's what sets us apart
We are more than an insurance agency. We are a community built on trust, service, and a shared commitment to protecting what matters most to the families and businesses we serve.
01
Integrity & Trust in Everything We Do
We believe in doing what is right—for our clients, our team, and our communities—even when no one is watching.
02
A True Work-Family Environment
We care about each other, celebrate wins together, and support one another through challenges—because people come first.
03
Our Purpose: Protecting the American Dream
We help families and businesses safeguard what they have worked hard to build—home, livelihood, and peace of mind.
04
Driven by Faith, Respect, and Responsibility
Our values shape how we serve, lead, and grow— with humility, accountability, and a heart for people.