Sales Admin/Assistant

1 month ago


White Plains, United States Pastore Insurance Full time
Job DescriptionJob Description

Position Title: Sales Support - Admin/Assistant

Department:    Administration

Reports to:      Supervisor

Supervises:     No one

Hours:             12-20 Hours per week, flexible days/times.

 

Purpose:

Input data on computer and perform computer filing duties. Maintain accurate and on-time workflow, reports and records relative to all clients and prospects of the business.  Assist with tasks such as downloading, printing, emailing, researching, data entry, maintain a calendar as requested and assure all accounts in good standing. 

 

Essential Functions:

·        Input, maintain detailed customer information in management software

·        Manage assigned tasks in a timely manner

·        Be committed to detailed follow through

·        Schedule appointments through email

·        Search for leads, pre-qualify all online – just data work

·        Suggest any tasks, processes, workflows or ideas that can help me be more efficient and effective

·        Help maintain cleanliness, neatness of online files/folders by creating a consistent system for each client

·        Create/Maintain tasks/activities for all customers related to renewals and mid-year reviews

·        Assist with risk management for clients as needed

·        Create/maintain client birthday list for birthday card mailing

 

 

Other Tasks:

·        Additional tasks can include researching for new prospects and new markets

·        Email marketing to existing clients and new prospects

·        Perform any other special duties requested by your supervisor

 

Minimum Qualifications:

·        STRONG ability to organize days, weeks, months and annual calendar

·        Ability to understand and follow instructions in English, Spanish speaking is a plus.

·        Basic insurance knowledge of personal and commercial lines is a plus, but not necessary

·        Willingness to learn and grow in this position

·        Computer experience and knowledge using Microsoft products.

 

Personal Characteristics

·        Someone who isn’t afraid to take charge and implement best practices

·        Someone who is a quick learner, especially with software

·        Someone who is resourceful and can find the help needed to accomplish a task 

·        Extremely organized and good with managing dates

·        Someone who is diligent with follow up and thorough with logging emails and responses under each account

·        Solid in data entry with accurate information

 



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