Property & Casualty Insurance Sales Assistant

Job Overview:
We are seeking a highly motivated and organized individual to join our team as an Independent Agency Sales Assistant. In this role, you will be responsible for providing support to our sales team and ensuring that all administrative tasks are completed efficiently. You will also be responsible for building and maintaining strong relationships with our independent agency partners.

Key Responsibilities:

Work with the sales team to prepare sales presentations, proposals, and quotes
Assist in coordinating sales meetings and events
Respond to inquiries from independent agency partners and provide excellent customer service
Build and maintain strong relationships with independent agency partners
Proactively prospect for new referral partners
Ensure that all administrative tasks related to sales are completed accurately and on time
Provide support to the sales team in managing their pipelines and tracking their progress
Monitor industry trends and provide feedback to the sales team
Use the EZLynx platform to prepare quotes for our clients
Respond to customer inquiries via phone, email, and chat, speaking English with a native American accent
Process policy applications and documentation
Assist with policy renewals and cancellations
Help with customer service tasks as needed
Schedule appointments for our agents
Prepare reports and other administrative tasks as needed

Requirements:

High school diploma or equivalent; associate or bachelor’s degree in business, marketing, or a related field preferred
2+ years insurance industry experience in sales or customer service
Strong communication and interpersonal skills
Excellent organizational and time management skills
Proficiency in Microsoft Office Suite and CRM software
Ability to work independently and as part of a team
Attention to detail and ability to multitask in a fast-paced environment
This is a full-time position with a competitive salary and benefits package. If you are a highly motivated and organized individual with a passion for sales and customer service, we encourage you to apply for this exciting opportunity.