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Sales Assistant, Middle Markets

Learn more about National General Insurance
National General Insurance

National General Insurance

Sales Assistant, Middle Markets

Dallas, TX
Full Time
Paid
  • Responsibilities

    PRIMARY PURPOSE:

    Provides administrative support to District Office Sales Representatives.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

    • Review all claims data and applications for completeness, including: confirming all required information is submitted, checking census information is consistent, verifying submitting agent is approved to do business
    • Send completed claims data and applications to Underwriting and provide follow up to expedite the processing
    • Review response from Underwriting and review required information with Underwriter and/or Sales Representative
    • Will make calls to agents to request additional information and follow up on outstanding request
    • Provide general clerical support for the office
    • Answer the phone and provide assistance to agents and insured
    • Prepare weekly and monthly reports
    • Prepare group insurance rate and benefits quotes
    • Coordinate any issued business with third party administrator
    • Provide enrollment support for agents and the employer groups

    MINIMUM SKILLS AND COMPETENCIES:

    The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • High school diploma or general education degree (GED)
    • 2+ year of previous administrative or sales support experience within the health insurance industry
    • Must possess effective verbal and written communication skills
    • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Qualifications

    DESIRED SKILLS:

    • 2+ year of experience working within the mid-market/large group insurance space
    • 1+ year of experience working with Microsoft Access
    • Ability to make decisions quickly and effectively
    • Strong attention to detail, and ability to work under pressure
    • Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
    • Ability to keep confidential information safe
  • Industry
    Insurance
  • Fun Fact
    We're a company of many niche businesses where you can grow and thrive in many different disciplines.
  • About Us
    National General is a leading insurance carrier which has been in the industry since 1939. Through subsidiaries and other affiliated companies, National General offers homeowners, flood, personal and commercial auto, RV, motorcycle, life, accident and supplemental health insurance products. National General Insurance is a thriving company committed to ensuring that our employees achieve their personal best. Our employees are advancing their careers at a best-in-class insurance provider that is an industry leader in innovation. We give employees resources which enable them to take charge of their own future success.