Personal Lines Sales Assistant

Position: Personal Lines Sales Assistant

Reports to: VP, Personal Lines Operations Manager

Grade: 102

Supervises: None

Location: MountainOne Insurance

The hourly pay range for this position is $20.51 to $25.00 dependent upon qualifications and experience.

Job Summary:

This position is responsible for providing a wide range of administrative support duties for the Personal Lines Sales Team.

Below is a description of the ordinary duties of the position. This description is a guideline and may not be all-inclusive. There may be additional duties and responsibilities which may be required.

Employee access to a customer’s nonpublic personal information shall be limited to the extent necessary to accomplish the duties outlined below or as may be assigned.

Primary Responsibilities:

• Input data on new prospects to be quoted.

• Research information required to quote such as driving records, mileage, etc.

• Obtain property cards and photos from the appropriate internet sites.

• If necessary, go out and take photos of properties for our files.

• Enter line of business data into the appropriate rating programs.

• Attach quotes to the client’s file.

• Quote new business policies, track all quotes in the pipeline, as well as due dates, etc.

• Provide the Sales Executive with all documentation required for client signature once product is sold.

• Create binders for insurers, banks, attorneys, etc. as needed.

• Once the Sales Executive obtains all signed documents and deposit payments, upload new business to carrier to have policies issued.

• Enter all necessary activities and suspense to follow up on issuance of new policies per agency workflows and procedures.

• Review Sales Executive open items to keep current and assist Sales Executive with following up as needed.

• At the direction of the Sales Executive update files for prospects which decline to purchase from us – either close file or pend for following year.

• Take incoming calls and gather data from prospective clients.

• Continuing education to stay current of industry, agency, and computer updates.

• Maintains compliance of all related company policies, confidentiality, standardized procedures, and regulations.

• Other duties as assigned.

Secondary Responsibilities:

• Learn about and utilize support programs such as Microsoft Office, specifically Word and Excel, etc. for sales support.

• As needed - provide proposals to the Sales Executive.

Qualifications:

• High School Diploma.

• Obtain and/or maintain MA Property & Casualty Insurance Broker’s License and any other license as required by residence state.

• Solid understanding of insurance work methods and procedures.

• High ethical standards.

• Ability to work independently and in a team environment.

• Strong interpersonal/sales skills.

• Strong written and verbal communication skills.

• Ability to effectively present information to clients, company representatives, and agency personnel, both verbal and written.

• 100% availability to travel within a 25-mile radius to various office locations.

• Ability to sit, drive and perform telephone functions and computer input.