Sales Assistant
Share
Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Insurance Sales Assistant
General Description: The Sales Assistant is an integral link in the business relationship that is created by our agency our clients and our companies. For many clients the Sales Assistant is the focal point of their contacts during the sales process and frequently clients rely on the Sales Assistant to explain coverage as outlined in the application. The Sales Assistant will be responsible for uploading the insurance policies with the insurance carriers.
Essential Job Functions:
- Sending EPIs to mortgage company realtor and attorney in a timely manner
- Prepare and send applications via DocuSign or mail (only if necessary) within 48 hours
- Request alarm certificates appraisal photo proof or prior (if required) and proof of residency when application is sent
- Upload/submit applications for processing within the binding period
- Document entire process in AMS
- Suspense items set to assure applications are received in a timely manner
- Responsible for answering questions regarding the application by clients
- Supply ID cards FS1 forms and DL123s
- Follow up on drivers license numbers when clients are moving in and out of state
- Maintain individual customer files and process routine correspondence between our agency the client and/or company
- Complete file for compliance and scanning complete file to the system
- Ask for business for lines of business not sold at the point of sale
- X date producers for other lines of business not sold at the point of sale
Additional Responsibilities:
Other duties as assigned
Equipment Used:
Computer Efax scanner copier printer phone system and other office equipment as needed
Qualifications:
- Possess a strong attention to detail
- Able to multi-task
- Must have a high level of problem - solving skills.
- A positive team - oriented attitude
- Excellent computer skills
- Ability to work independently
- Insurance license and knowledge of industry standards
- Minimum two years experience in current or related position
Howard Hanna Insurance Services is ranked one of the top real estate insurance agencies in the nation. Part of the Allen Tate & Howard Hanna Family of Companies were designed to assist customers with every stage of their homeownership journey - from buying/selling to mortgage insurance relocation title and new construction services. Howard Hanna Insurance is a Trusted Choice independent insurance agency representing the nations top carriers for all insurance products to provide for and protect our clients. Spanning the Carolinas and Virginia our insurance professional sales and customer service agents work in teams to design the best plan and pricing for our clients needs and provide the most personal experience possible.
This agency is independently owned and operated. Your application will go directly to the agency and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
Key Skills
- Sales Experience
- Time Management
- Data Entry
- Customer Service
- Microsoft Outlook
- Microsoft Word
- Computer Literacy
- Microsoft Powerpoint
- Furniture Sales
- Microsoft Excel
- Administrative Experience
- Sales Support
About Company
Correll Insurance Group offers personal and business insurance solutions throughout the Carolinas and Tennessee. Get car insurance, homeowners insurance, business insurance, liability insurance, and more.
