Personal Lines Sales Assistant

Mountainone Bank•Pittsfield, MA

1d•Onsite

About The Position

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

Requirements

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.

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 suspense 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.
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.
Provide backup phone support for incoming calls to the main line and forward them to the necessary department/individual.