Sales Assistant

Overview

The sales assistant position will support the regional office in servicing independent brokers marketing the Company's products, reporting to the RVP of Sales. The role will facilitate critical processes throughout the entire new business flow on behalf of the RSDs and RVP.

Note - this is an in-office position.

Responsibilities

Deliver white-glove support to broker partners through the quoting and underwriting process

Master Company's product portfolio to best represent the Company in the marketplace and service the office

Provide feedback to RVP on the Company's processes to make the office more efficient

Data entry of quoting and underwriting information

Efficiently deliver requested quotes accurately and by agreed-upon deadlines

Perform in-depth paperwork reviews to ensure documentation for prospective clients and work with RSDs, brokers, and customers to obtain necessary information.

Support a defined set of RSDs in a team environment

Work with other departments within the organization to advance the Company

Skills and Qualifications

Self-motivated – ability to work successfully without ongoing supervision

Strong time management and organizational skills

Above-average attention to detail

Strong customer service skills

Strong communication and organizational skills

Proficient in Word, Excel, PowerPoint, and Windows

High School Graduate or GED

Fluent in English

Exposure to health insurance