New Business Sales Assistant

HUB International•Chicago, IL

23h•Hybrid

About The Position

Specialty Program Group aims to partner with industry-leading specialty businesses, providing them with capital, investment, carrier relationships, creative thinking, product development, and broad distribution, while allowing them to maintain their core identity. Specialty Program Group offers leading-edge specialty expertise supported by transformative digital capabilities and sophisticated data and analytics. Insureon is the leading digital agency for small businesses and a pioneer in e-commerce, utilizing a proprietary technology platform to enable business owners to easily compare and purchase necessary insurance. They serve a diverse range of customers, from IT consultants to general contractors, partnering with major U.S. insurance companies. Over the past decade, Insureon has assisted 400,000 small businesses, writing $2.5 billion in total premiums. 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, though this specific position is hybrid and can be located anywhere in the US. Insureon values fun at work, personal and company integrity, and teamwork, fostering a service mentality and a fast-paced, results-driven team. Insureon has been recognized as a Winner of the Chicagoland Top Workplaces Award and a “Best Place to Work in Insurance.” The New Business Sales Assistant will join a team of sales Producers, focusing on collecting documentation, handling outbound and inbound calls, carrier quoting, and direct client interaction.

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
Aspirations for learning, experience, and advancement
Tenacious and determined to win and collaborate well with others
Continuously developing and strengthening the skills required for success
P&C license required
1-2 years of relevant experience
High school or equivalent

Nice To Haves

Experience supporting a sales team preferred
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