Sales Assistant

1 week ago


Irvine, California, United States Western Mutual Insurance Group Full time
About the Role

We are seeking a highly motivated and detail-oriented Sales Assistant to join our team at Western Mutual Insurance Group. As a Sales Assistant, you will provide critical support to our sales team, ensuring seamless customer interactions and efficient business operations.

Key Responsibilities:

  • Provide exceptional customer service, responding to inquiries and resolving issues in a timely and professional manner.
  • Assist sales representatives with policy issuance, phone support, and data entry.
  • Run reports, process referral checks, and perform general administrative tasks.
  • Prepare quotes, complete applications, and discuss coverages with applicants as needed.
  • Collaborate with the sales team to achieve sales goals and objectives.

Requirements:

  • Basic knowledge of automated systems and Microsoft Excel proficiency.
  • An active Personal Lines or Property/Casualty Insurance License is preferred, but we can assist with obtaining one if hired without a license.
  • Bilingual English/Spanish or English/Mandarin is preferred, but not required.

What We Offer:

  • A competitive base salary plus commissions.
  • A full benefits package, including medical, dental, life insurance, 401k Plan, Profit Sharing Plan, sick, vacation, and holiday pay.

Join Our Team:

Western Mutual Insurance Group is a leading provider of insurance solutions in the Southwestern United States. We are committed to delivering exceptional customer service and building long-term relationships with our customers. If you are a motivated and customer-focused individual, we encourage you to apply for this exciting opportunity.


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