Agent Support Representative

Agent Support Representative Precoa - 3.6 San Bernardino, CA Job Details Full-time $40,000 - $45,000 a year 2 hours ago Benefits Paid parental leave Dental insurance Paid time off Parental leave Vision insurance 401(k) matching Life insurance Qualifications Customer records maintenance Sales support Google Drive Email customer support Phone communication Zoom ADP Administrative experience Salesforce Cloud Internal employee customer service HR systems Sales management systems proficiency Collaborative technology platforms Lead Tracking CRM system proficiency Productivity software Video conferences (communication methods) 1 year Cross-functional collaboration Communication skills Email support Entry level Video conferencing systems operation Client interaction via phone calls Office record organization Customer data entry Full Job Description Be the Operational Backbone Behind Meaningful Work You're the kind of person who keeps things moving. You enjoy helping people succeed, solving problems in real time, and making sure the details are handled so others can do their best work. As an Agent Support Representative at Precoa, you'll play a central role in helping our field sales team serve families across the country. You'll be the trusted connection between agents, internal teams, and systems. answering questions, solving operational challenges, and ensuring the information they rely on is accurate and organized. This is a highly visible role where your responsiveness, attention to detail, and service mindset directly support the people who help families plan ahead. If you enjoy fast-moving environments, collaborating with a variety of personalities, and being the person others rely on to keep things running smoothly, this is an opportunity to make a real impact! Residence in the Pacific time zone or willingness to work a later schedule is preferred What You'll Do (and Why You'll Love It) Be the go-to support for our field agents Respond to requests, answer operational questions, and help our sales representatives stay focused on serving families and closing plans. Keep critical information accurate and organized Maintain leads, records, and key data within our CRM so agents and teams have the reliable information they need to succeed. Solve problems in real time Troubleshoot issues quickly and thoughtfully, ensuring agents receive timely solutions that keep their work moving forward. Collaborate across teams Partner with inside sales, operations, and other departments to coordinate special requests and deliver seamless support. Create a great service experience Communicate clearly across phone, email, and chat while building trust with colleagues who rely on your responsiveness and professionalism. If you take pride in helping others succeed and delivering exceptional service, we'd love to meet you! Requirements Skills you bring for success: High level of customer service. You enjoy helping people, communicating clearly, and ensuring others have what they need to succeed. 1-2 years of professional experience in administrative support, customer service, or a related role. An undergraduate degree may substitute for experience. Strong communication skills. You speak and write clearly, listen carefully, and approach conversations with empathy and professionalism. Organizational discipline. You can manage multiple tasks at once, prioritize effectively, and maintain accuracy even in a fast-moving environment. Comfort with workplace technology. Experience with tools such as Microsoft Office, Google Drive, Zoom, ADP, and Salesforce A collaborative mindset. You work well with direction from multiple teammates and maintain a positive, solutions-focused attitude. Benefits What we offer you as part of #PrecoaLife Work remotely from home Residence in the Pacific time zone or willingness to work a later schedule is preferred Competitive hourly pay plus company bonuses 18 days of PTO and a minimum of six weeks paid parental leave Health, Dental, and Vision benefits 401(k) with company match $25,000 Life Insurance Policy About Precoa At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day — bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do. If you love solving challenges, building real relationships, and driving meaningful results, you'll feel right at home here. We're a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as one of The Oregonian's Top Workplaces for 14 consecutive years, we're committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way. Headquartered in Portland, OR, with a satellite office in Utah, we're a team driven to make a difference — every day, through every connection.