Agency Operations and Sales Assistant

Job overview

The Agency Operations and Sales Assistant role is remote-friendly, with candidates in the Dallas–Fort Worth area preferred; regular daily in-person work is not required. Compensation is described as base salary plus bonus and/or commission, with amounts not specified. Gibson Insurance is a growing, high-volume insurance agency seeking to increase its operational capacity. The assistant takes ownership of operational, administrative, coordination, quote-preparation, and follow-up work so the agency owner and sales and service staff can focus on their core responsibilities. The role helps keep leads, tasks, handoffs, and workflows moving while escalating matters that require owner involvement.

What you'll do

• Prepare insurance quotes and applications for licensed staff review within permitted rules and procedures
• organize leads and maintain CRM statuses, activities, notes, and follow-up information
• review prior-day activity
• process eligible lead-return requests and track vendor issues
• monitor tasks and documents through completion
• coordinate sales and service handoffs
• handle routine administrative matters
• organize emails and outstanding items
• prepare information for owner decisions
• resolve routine operational problems within authority and escalate appropriate matters
• document procedures and workflows
• cross-train on sales and service operations
• maintain digital records and systems
• assist with reasonable physical-office tasks
• own assigned projects through completion.

What we're looking for

Skills & competencies

agency operations

sales assistant

insurance agency

lead management

quote preparation

crm

remote-friendly

dallas–fort worth preferred

monday–friday

flexible schedule

work from home

p&c license preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off, work from home, flexible schedule, and hands-on training.

Why this role

An active Property & Casualty license is strongly preferred but not required; candidates without a license must be willing and able to obtain the appropriate license as the role develops. The posting lists a Monday–Friday schedule and flexible scheduling.

About the employer

Leangelo Gibson Farmers Insurance is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.