Sales Assistant, Small Business Insurance
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About The Position
As a Sales Assistant, you will work directly with an Insurance Sales Producer in proposing quotes to potential Small Business customers. You will follow up with potential Insurance customers, prospects, and Property & Casualty Insurance carriers in a digital environment. Your responsibilities will include gathering information from customers to process new applications, quoting on multiple carrier websites, processing endorsements, certificates of Insurance, service, and billing questions. You will also collect documentation from clients and perform reviews prior to binding accounts with our carrier partners. To maintain professional and technical knowledge, you will attend educational workshops, review professional publications, establish personal and professional networks, and continue your education.
