Sales Support Specialist

Sales Support Specialist

Position Summary

The Sales Support Specialist is responsible for supporting Agent Relationship Managers and the broader sales team by assisting with agent requests, case preparation, illustrations, and day-to-day sales support activities. This role helps ensure agents receive timely, accurate, and high-quality service, enabling Agent Relationship Managers to focus on relationship building and growth. The ideal candidate is highly organized, detail-oriented, and responsive, with the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Sales Team Support

• Provide day-to-day support to Agent Relationship Managers in servicing agent needs
• Assist with follow-ups, task management, and coordination of sales-related activities
• Help manage agent requests to ensure timely and accurate responses

Illustrations & Quote Preparation

• Prepare product illustrations and quotes across multiple carriers based on agent requests
• Ensure accuracy of inputs and alignment with case details and objectives
• Provide comparisons and options to support agent decision-making

Case Preparation & Submission Support

• Assist in gathering required information and documentation for new applications
• Help prepare cases for submission by ensuring completeness and accuracy
• Coordinate with new business teams to facilitate smooth case handoff

Agent Communication & Service

• Respond to agent inquiries regarding products, processes, and case status
• Provide clear and professional communication in support of the sales team
• Deliver a high level of responsiveness and service to agents

Cross-Functional Coordination

• Work closely with new business, underwriting, contracting, and service teams
• Help route requests and information to appropriate departments
• Ensure alignment and follow-through on agent needs and case requirements

Data Management & CRM Support

• Maintain accurate records of agent interactions, requests, and case activity
• Update CRM and internal systems with relevant sales and case information
• Ensure data integrity and proper documentation

Marketing & Sales Enablement Support

• Assist in distributing marketing materials, product updates, and sales resources
• Support coordination of webinars, training sessions, and agent communications
• Help ensure agents have access to tools and materials needed for success

Issue Resolution & Follow-Up

• Identify and address routine issues or delays impacting agent requests
• Follow up on outstanding items to ensure timely completion
• Escalate complex or high-priority issues to Agent Relationship Managers as needed

Process Improvement & Efficiency

• Identify opportunities to streamline sales support processes and workflows
• Assist in implementing tools or best practices to improve efficiency
• Contribute to a team environment focused on continuous improvement

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.