Sales Support
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Job Location:
Berwyn, PA - USA
Yearly Salary:
$ 55000 - 70000
Posted on:
23 days ago
Vacancies:
1 Vacancy
Job Summary
Responsibilities
- Take application data from producer to make accurate submissions to insurance companies.
- Quote business via online rating when available.
- Follow up on outstanding quotes with underwriters.
- Assist in if requested obtaining accurate information from prospects; including completing applications supplemental questionnaires surveys and other related documentation to provide complete comprehensive submissions.
- Take insurer quotes and transposes figures into pre-packaged presentation materials for sales department.
- Assist and eventually handle the new business transaction once a prospect says yes.
- Handle the transition process between sales and service by entering applications into policies into Agency Management System (AMS360) and helping to coordinate the transition process between sales and service via Sovereigns client onboarding process. Tasks could include creating binders ID cards forwarding pending items or corrections new business introductory emails client setup or any other task required by Sovereign.
- Assist in keeping detailed benchmarking spreadsheets to help create and maintain an accurate database of current rates if requested.
- Accurately document client files and electronic files as to coverage discussions quotes declinations and coverage changes or declined.
- Facilitate quality control on new business.
- Perform other duties as assigned.
Required Skills/Abilities
- A valid resident Property & Casualty insurance license is required; or the ability to obtain and maintain a valid state insurance license (agency may assist).
- Excellent written and verbal communication skills.
- Goal-orientation and excellent time management skills.
- Self-management aptitude and drive to continuously learn.
- Ability to respond timely thoroughly when interacting with clients agency and company personnel.
- Keen sense of detail and highly organized.
- Ability to quickly learn and use new technology and tools.
- Ability to work well in a team environment while maintaining dedication to growth and quality customer service.
- Strong ability to manage complex workflows.
- Proficiency in Microsoft Office products (Word Excel Outlook) and ability to learn other agency related IT platforms such as AMS360 ImageRight and insurance carrier websites.
Education and Experience
- Bachelors degree or at least three years of relevant work experience
- At least one year of experience with property & casualty insurance preferred
Benefits
- Salary: $55000-$70000 per year
- Health insurance vision dental life insurance and short-term disability insurance. This includes an employer-sponsored HSA paid coverage for employees and cost-sharing for families.
- 401K with employer matching.
- PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
- Hybrid and remote work options available.
- A casual office environment with a dedicated and professional team.
- The opportunity to work in a unique role that is both challenging and fulfilling.
About Sovereign Insurance Group
Since 1959 Sovereign Insurance Group has been a leader in the nonprofit commercial property and casualty marketplace. A growing company that has expanded from one location in Southeastern PA to a multi-state organization we are poised to continue our expansion.
We believe in approaching our clients our insurance companies and our employees with humility and always considering the other partys interests above our own. This philosophy guides us in taking our talents our time and industry know-how to provide the best overall results we can for our clients.
Required Experience:
Junior IC
Key Skills
- Data Entry
- Customer Service
- Account Executives
- Product Knowledge
- Account Management
- Communication
- CRM
- Salesforce
- Phone Calls
- RFP
- Sales Goals
- Powerpoint
- Technical Support
- Sales Support
About Company
Sovereign Insurance Group helps Houses of Worship (churches & synagogues), Nonprofits, Educational Institutions, Apartments, Commercial Real Estate, and Cultural Institutions find insurance that fits your needs.
