Sales Assistant

1 month ago


Brentwood, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering a contract to hire employment opportunity for a Sales Assistant in the insurance health industry in Brentwood, Tennessee. In this role, you'll be a part of the crucial daily operations of the office, providing support to both the office and field managers. This role is key to maintaining smooth and efficient operations within the office, as well as facilitating effective communication between different departments.

Responsibilities:

• Assist in the organization and maintenance of the office space, and in ordering necessary supplies
• Prepare meeting materials and ensure all necessary items are available for successful meetings
• Act as a liaison between the Field Manager and Home Office departments to facilitate effective communication and operations
• Support new agents with online contracting, and assist in mailings and lead distribution
• Process and handle incoming phone calls and mail, ensuring all communications are addressed in a timely and efficient manner
• Assist in recruitment efforts to expand the team when necessary
• Gather, enter, and disclose information in accordance with company policies and legal requirements
• Involvement in change management processes to ensure smooth transitions and adaptations within the company
• Utilize CRM and Microsoft Office Suites to process customer credit applications and maintain accurate customer credit records
• Handle customer inquiries and complaints, providing high-quality customer service and ensuring customer satisfaction.• Proficiency in CRM software for managing customer relations.
• Strong skills in Microsoft Excel to manage and analyze data.
• Familiarity with Microsoft Office Suites to accomplish various tasks efficiently.
• Competence in Microsoft Outlook for effective communication and scheduling.
• Proficient in Microsoft Word for document creation and editing.
• Knowledge of the 'About Time' software for managing work schedules.
• Experience handling cash activities, ensuring accuracy and compliance.
• Understanding of closing processes in the insurance industry.
• Exceptional complaint handling skills to resolve customer issues promptly.
• Familiarity with C-Suite for decision-making and strategic planning.
• Experience as a liaison to facilitate communication between different parties.

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