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
YOUR FUTURE as an Independent Insurance Agent Starts Here
If youre looking for a career that offers flexibility job stability strong compensation and more then youve come to the right place! Working with an IIANC member agency is a great career choice!
IIANCs members are Trusted Choice independent insurance agencies located all across North Carolina. Youll find nearly 1000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents the demand for insurance professionals is growing every day! Is this career right for you