Sales Operations & Administrative Support Specialist

Farmers Insurance San Francisco District OfficeFinancial District Easily accessible by BART, Muni, and FerryThe 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.BenefitsHourly Base Salary Bonus OpportunitiesPaid Time Off (PTO)Hands on TrainingCareer Growth OpportunitiesMon-Fri ScheduleHealth InsuranceDental InsuranceRetirement PlanResponsibilitiesDaily Operations & CoordinationLead daily morning huddles with Protg agents to review key performance indicators, including:Prior days inbound callsPrior days meaningful conversationsQuoting activity, follow-ups, and pipeline statusMaintain 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 TrackingMonitor 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 & OptimizationCollaborate 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.RequirementsQualificationsCalifornia 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 ApplyTo 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.

Salary : $28 - $32