Sales Assistant
4 weeks ago
General Description: The Sales Assistant is an integral link in the business relationship that is created by our agency, our clients, and our companies. For many clients, the Sales Assistant is the focal point of their contacts during the sales process, and frequently clients rely on the Sales Assistant to explain coverage as outlined in the application. The Sales Assistant will be responsible for uploading the insurance policies with the insurance carriers.
Essential Job Functions:
- Sending EPIs to mortgage company, realtor, and attorney in a timely manner
- Prepare and send applications via DocuSign or mail (only if necessary) within 48 hours
Upload/submit applications for processing within the binding period
Document entire process in AMS
Suspense items set to assure applications are received in a timely manner
Responsible for answering questions regarding the application by clients
Supply ID cards, FS1 forms, and DL123s
Follow up on drivers license numbers when clients are moving in and out of state
Maintain individual customer files and process routine correspondence between our agency, the client and/or company
Complete file for compliance and scanning complete file to the system
Ask for business for lines of business not sold at the point of sale
X date producers for other lines of business not sold at the point of sale
Additional Responsibilities:
Other duties as assigned
Equipment Used:
Computer, Efax, scanner, copier, printer, phone system, and other office equipment as needed
Qualifications:
- Possess a strong attention to detail
Must have a high level of problem - solving skills.
A positive, team - oriented attitude
Excellent computer skills
Ability to work independently
Insurance license and knowledge of industry standards
Minimum two years experience in current or related position
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