EXECUTIVE SALES & CLIENT SUPPORT ASSISTANT

# EXECUTIVE SALES & CLIENT SUPPORT ASSISTANT

**Remote | Part-Time to Start | Insurance Sales Support**

We are looking for a sharp, reliable, highly organized **Sales & Client Support Assistant** to work directly alongside a top-producing insurance agent writing **50+ applications per month**.

This is **not a traditional cold-calling or appointment-setting position.**

Your job is to become the **right hand of a high-volume producer** — helping clients, following up on business, handling administrative tasks, supporting new agents, and making sure opportunities don't fall through the cracks.

## THE ROLE

You will work directly with a top insurance producer and become an important part of the day-to-day operation.

The ideal person is comfortable talking to clients, following scripts, making outbound calls, sending emails, using **Telegram and Zoom**, staying organized, and taking ownership of tasks without needing to be reminded constantly.

You should be the type of person who sees something that needs to be done and **handles it.**

## WHAT YOU WILL DO

### CLIENT FOLLOW-UP & SUPPORT

* Make welcome calls to new clients
* Call clients regarding payment failures using a provided script
* Follow up with clients to help resolve outstanding issues
* Help clients set up and access their online insurance portals
* Walk clients through basic portal navigation when needed
* Help clients make payments through the appropriate carrier portal
* If needed, assist clients with calling the carrier to resolve payment issues
* Make follow-up calls after applications are submitted
* Request referrals from satisfied clients using established scripts
* Help maintain a positive client experience from application through policy delivery

### PRODUCER SUPPORT

* Help keep a high-volume producer organized
* Follow up on outstanding applications and requirements
* Track pending business and identify what needs attention
* Communicate with carriers when appropriate
* Send emails to carriers and other business partners
* Assist with policy and application-related administrative tasks
* Help keep CRM information accurate and up to date
* Organize follow-ups and reminders
* Handle routine administrative tasks so the producer can spend more time selling
* Bring important issues to the producer's attention before they become problems

### NEW AGENT SUPPORT

* Help onboard new agents
* Welcome new agents to the team
* Help new agents understand basic systems and processes
* Make onboarding and follow-up calls
* Help ensure new agents have the information and resources they need
* Communicate with agents through **Telegram**
* Participate in and help coordinate **Zoom meetings and training calls**
* Help new agents navigate team communication channels
* Follow up with new agents during the onboarding process
* Escalate questions or issues to the appropriate person

### GENERAL ADMINISTRATIVE SUPPORT

* Email carriers and insurance partners
* Data entry and CRM updates
* Document organization
* Follow-up tracking
* Calendar and task support
* Basic reporting
* Telegram communication and team follow-up
* Zoom meeting support
* Other administrative responsibilities as needed

## WHAT WE ARE LOOKING FOR

The right person will be:

* **Extremely organized**
* Reliable and dependable
* Comfortable speaking with clients on the phone
* Professional and friendly
* A strong communicator
* Comfortable following scripts
* Detail-oriented
* Able to manage multiple priorities
* Proactive rather than waiting to be told what to do
* Comfortable working independently
* Coachable and willing to learn
* Comfortable with technology and web-based systems
* Experienced with **Telegram**
* Experienced with **Zoom**
* Someone who takes ownership and follows through

## INSURANCE EXPERIENCE

Insurance experience is **strongly preferred**, particularly experience with life insurance, final expense, Medicare, applications, carriers, or agency administration.

However, someone with excellent client-service, administrative, or call-center experience who learns quickly may also be a great fit.

## THE MOST IMPORTANT QUALITY

**You need to be someone I can trust to handle things without constantly checking behind you.**

I am a high-volume producer writing **50+ applications per month**, so there is a lot happening behind the scenes.

I don't need someone who simply completes a checklist.

I need someone who can become my **right hand** — someone who can communicate with clients, solve small problems, follow up on outstanding items, stay organized, communicate with agents through Telegram, participate in Zoom meetings, and tell me when something needs my attention.

Your job is to help me **sell more by taking the operational work off my plate.**

## SCHEDULE & PAY

**Starting schedule: 20 hours per week**

We will begin at **20 hours per week to make sure we are a good fit for each other**.

As the relationship develops and performance is established, there may be an opportunity to **increase hours and responsibilities**.

**Schedule:** US Eastern Time business hours, Monday–Friday

**Starting pay:** $4/hour

There is room for increased compensation based on **performance, reliability, and the amount of responsibility you are able to take on.**

## WHAT YOU NEED

* Reliable high-speed internet
* Quiet professional workspace
* Noise-cancelling headset
* Computer capable of running web-based systems
* Ability to make and receive calls
* Strong written and spoken English
* Experience using **Telegram and Zoom**
* Backup internet/power solution preferred

# HOW TO APPLY

**Please read all application steps carefully.**

We are looking for someone who can follow instructions and pay attention to detail.

### STEP 1 — EMAIL YOUR APPLICATION


Email your application to:

**[YOUR EMAIL ADDRESS]**

Use the exact subject line:

**PRODUCER SUPPORT – [Your First Name]**

### STEP 2 — TELL US ABOUT YOUR EXPERIENCE

In your email, please include:

1. Your previous phone, customer service, administrative, or insurance experience
2. Why you believe you would be a good fit for this position
3. Your availability
4. Whether you have previous insurance experience
5. Your experience with **Telegram and Zoom**
6. Any CRM, carrier, agency management, or administrative systems you have worked with

### STEP 3 — RECORDING

Record a **2–3 minute voice or short video recording** of yourself reading the **two scripts provided below, back-to-back**, as if you were speaking with real clients.

Read them **naturally, confidently, and with energy**. We want to hear how you actually communicate on the phone — not someone simply reading words from a page.

Upload your recording to **Google Drive, Loom, or an unlisted YouTube link** and paste the link into your application email.

**DO NOT ATTACH THE RECORDING AS A FILE.**

Your email should contain the **shareable link** to your recording.

**Applications without the recording link will not be considered.**

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# CALL SCRIPT 1 — PAYMENT FAILURE

“Hi, may I speak with **[Client Name]**?

Hi [Client Name], this is **Rose**. I’m **Kari’s assistant, and Kari is your insurance agent**.

I’m just following up because we received a notification that your most recent premium payment **didn’t go through**, and I wanted to reach out before it creates an issue with your policy.

I wanted to see if I could help get that taken care of for you.

**Do you know what may have happened with the payment?**”

### If they need to update their payment information:

“Absolutely, I can help you with that.

Let’s get you set up with the insurance company’s **online portal**. I can stay on the phone with you and walk you through the process so we can get the payment taken care of.

If you’re unable to make the payment through the online portal, **no problem at all. Let’s go ahead and call the carrier together**, and I’ll stay on the line with you while we get everything sorted out.

My goal is just to make this as easy as possible and make sure your coverage stays on track.”

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# CALL SCRIPT 2 — CLIENT WELCOME & REFERRAL

“Hi, may I speak with **[Client Name]**?

Hi [Client Name], this is **Rose**, I’m **Kari’s assistant**. I just wanted to personally welcome you and make sure everything is going well with your new insurance policy.

I also wanted to make sure you have everything you need and see if you have any questions about accessing your policy or online portal.

**Is there anything I can help you with today?**

[Allow client to respond.]

Great. And one other quick thing — Kari really appreciates referrals from clients like you.

If you have any friends, family members, or coworkers who may need help with life insurance, **is there anyone who comes to mind that we could reach out to?**

We’re always happy to help them the same way we helped you.”

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## WHAT WE ARE LOOKING FOR

We are looking for someone who is:

**Sharp. Dependable. Proactive. Organized. Professional.**

Most importantly, we need someone who can **take ownership**.

This position has the potential to grow as you demonstrate that you can handle more responsibility.

If you are looking for a position where you can become an essential part of a successful insurance operation, support a high-volume producer, work directly with clients and agents, and grow with the business, **we want to hear from you.**