Insurance Sales Support & Onboarding (Remote)

Keep Deals Moving. Get Paid for It.

Diamond Guard Insurance has sold tens of thousands of policies across Texas over the last 25 years. We don’t work like a traditional agency—we move fast, we win as a team, and we don’t let paperwork slow us down.

We’re hiring a Remote Insurance Sales Support & Onboarding Specialist.to help new clients complete their first steps—and to help our sales team close more, faster. This is a remote position

You’ll take over right after the client says “yes”: documentation, payments, verifications, follow-ups. You’ll also surface referrals and spot financial leads that create more value for the client—and more revenue for the team.

What You’ll Handle (Daily):

• Support the sales team by researching underwriting questions, policy details, and system issues
• Guide new customers through onboarding (checklist, documents, payments, etc.)
• Get signed apps and trailing docs across the finish line
• Confirm coverage details and prior policy cancellations
• Enroll customers in paperless tools
• Track and manage tasks in CRM
• Submit and monitor underwriting requests
• Process policy changes during the first policy period
• Identify referral opportunities and financial leads

What Success Looks Like (After 90 Days):

• You complete 80+ new onboardings/month
• You maintain a 95% completion rate for apps/docs
• You generate 15 quoted referrals/month
• You deliver 10 financial appointments/month
• You earn $60K+ annually

Requirements:

• Active Texas Property & Casualty license
• 1+ year insurance experience (onboarding, customer service or sales support)
• Located in the U.S. (Remote role)
• Comfortable working remotely with reliable Wi-Fi
• Able to manage multiple requests, documents, and follow-ups daily
• Organized. No dropped balls. No “I’ll get to it later.”

Bonus Points For:

• Bilingual (Spanish)
• Familiarity with compliance and underwriting systems

What You Get:
 

• Salary + bonuses
• Full benefits: health, dental, vision, PTO, 401(k)
• Flexibility: hit your targets, and your schedule is your call
• Sales training, not just for closers—so you can grow into one

Why This Role Exists:

Every deal we close needs momentum after the “yes.” You bring that momentum. You’re the reason the client stays, refers their cousin, and bundles in a financial product 3 weeks later. You help us scale—without dropping service quality.