Sales Operations & Administrative Support Specialist
Job Description
Job Description
Farmers Insurance San Francisco District Office
Financial District Easily accessible by BART, Muni, and Ferry
The Sales Operations & Administrative Support Specialist plays a pivotal role in supporting the growth and performance of our District Office Protg Sales Team. This position combines operational coordination, KPI tracking, administrative excellence, and sales enablement to ensure our team executes at a high level every day.
We are seeking a detail-driven, proactive professional who thrives in a structured environment, communicates with clarity, and can anticipate the needs of management and sales representatives. This is an ideal role for someone who understands insurance workflows, enjoys optimizing processes, and is motivated by supporting a successful, high-performing sales organization.
Benefits
Hourly Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Career Growth Opportunities
Mon-Fri Schedule
Health Insurance
Dental Insurance
Retirement Plan
Responsibilities
Daily Operations & Coordination
Lead daily morning huddles with Protg agents to review key performance indicators, including:
Prior days inbound calls
Prior days meaningful conversations
Quoting activity, follow-ups, and pipeline status
Maintain and update daily activity logs to ensure complete and accurate reporting.
Deliver daily performance summaries and insights to management to support data-driven decision-making.
Coordinate communication across the Protg team to ensure alignment on expectations, training sessions, and sales initiatives.
Sales Support & Performance Tracking
Monitor sales performance metrics and maintain CRM reporting accuracy.
Assist with scheduling, training coordination, and administrative tasks that support agent development.
Help ensure consistent execution of sales processes, follow-up workflows, and lead management standards.
Process Development & Optimization
Collaborate with management to implement best practices that improve the effectiveness of the Protg Program.
Participate in ongoing process improvement initiatives to streamline workflows and enhance efficiency.
Identify opportunities to refine documentation, reporting tools, and communication systems.
Requirements
Qualifications
California Property & Casualty License and/or Life & Health License required.
Strong organizational and multitasking abilities, with a disciplined approach to daily operations.
Clear and professional communication skills, both written and verbal.
High proficiency with CRM platforms, spreadsheets, and reporting tools.
Ability to work with minimal supervision while maintaining a team-first mindset.
Prior experience in administrative support, sales coordination, insurance operations, or a related field strongly preferred.
Why Join Us?
Work in a high-energy, high-performance District Office located in the heart of San Franciscos Financial District.
Become an essential contributor to the development of new insurance agents through the renowned Farmers Protg Program.
Build operational leadership skills while working closely with experienced management.
Competitive environment, structured processes, and a clear path for growth.
How to Apply
To be considered, please submit your rsum along with a brief cover letter outlining your experience in administrative support, sales operations, or insurance services. Because this role requires an active California Property & Casualty and/or Life & Health license, only licensed candidates will move forward.
After submitting your rsum through this job posting, you will be prompted to complete a short personality assessment, which includes a series of brief written-response questions. This assessment is a required step and helps us understand your communication style, work habits, and approach to problem-solving.
We appreciate your interest and look forward to reviewing your application.