New Business Sales Assistant

Hub International Insurance•Chicago, IL

2d•Hybrid

About The Position

Specialty Program Group (SPG) partners with industry-leading specialty businesses to help them achieve their goals and optimize their operations by offering access to capital, investment, deep carrier relationships, creative thinking, product development, and broad distribution, all while allowing businesses to maintain their unique essence. Insureon, part of HUB International, is the #1 digital agency for small businesses and a pioneer in e-commerce, utilizing a proprietary technology platform for easy insurance comparison and purchase. Insureon serves a diverse range of small businesses, has partnered with major U.S. insurance companies, and has helped 400,000 small businesses with $2.5 billion in premiums over 10+ years. Licensed in all 50 states, Insureon is part of HUB International, the world's fifth largest insurer. The company employs over 130 people nationally, with its corporate office in Chicago. This specific role is remote and can be located anywhere in the US. Insureon values fun at work, integrity, and teamwork, fostering a service mentality and a fast-paced, energetic environment driven by results. Insureon has received recognition as a Chicagoland Top Workplaces Award winner and a “Best Place to Work in Insurance.” The New Business Sales Assistant will join a team of top sales Producers, focusing on collecting documentation, handling outbound and inbound calls, carrier quoting, and direct client interaction. This position is hybrid and can be located anywhere in the US.

Requirements

Superior Microsoft Office experience
Ability to communicate effectively and handle a high volume of inbound & outbound calls
Experience with multi-tasking in a fast-paced environment
Possess self-discipline to thrive in a remote environment
P&C license required

Nice To Haves

Experience supporting a sales team preferred, but not necessary
Bilingual candidates are encouraged to apply
Small Commercial Insurance Experience is a plus

Responsibilities

Work directly with an Insurance Sales Producer in proposing quotes to potential Small Business customers
Conducting a high volume of quality sales calls with Small Business clients
Follow up with potential Insurance customers, prospects, and Property & Casualty Insurance carriers in a digital environment
Gather info from customers to process new applications, quoting on multiple carrier websites, process endorsements, certificates of Insurance, service and billing questions
Collect documentation from clients and perform reviews prior to binding accounts with our carrier partners
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal and professional networks; and continuing education
Complete Due Diligence and Affidavit forms, create PFA’s (finance agreements) and ACORD formas as needed, including obtaining compliance approval
Provide Commercial Auto quoting assistance for the Sales team