Insurance Sales Assistant

Allen Tate Insurance Services, LLC

Insurance Sales Assistant

Charlotte, NC
Full Time
Paid
  • Responsibilities

    Insurance Sales Assistant

    Built Different. Built for Homeownership.

    Help Bring Homeownership Full Circle. Buying a home is one of life's biggest milestones—and behind every successful closing is a team making sure every detail is handled with care.

    At Howard Hanna Insurance Services, we're looking for a detail-oriented Insurance Sales Assistant to play a key role in the final step of the homebuying journey. In this position, you'll help ensure insurance policies are accurate, complete, and ready for closing day, giving homebuyers confidence as they move into their next chapter.

    If you enjoy organization, problem-solving, and working with people, you'll find meaningful work and growth opportunities in a collaborative environment that values accuracy, teamwork, and customer service.

    Why Howard Hanna Insurance?

    Built for Growth Whether you're starting your insurance career or looking to expand your experience, you'll gain valuable exposure to insurance operations, real estate, mortgage, and the homeownership process.

    Built for Collaboration You'll work closely with insurance agents, real estate professionals, mortgage teams, and clients, giving you the opportunity to learn from multiple areas of the business and build meaningful professional relationships.

    Built for Impact Every policy you review and every closing you support helps a family move into a new home with confidence and peace of mind.

    Built for Stability As part of the Howard Hanna Family of Companies, you'll join a trusted organization with a long history of success, strong community roots, and a commitment to employee growth and development.

    What You'll Do As an Insurance Sales Assistant, you'll be at the center of communication and execution, helping ensure every policy is handled accurately and efficiently.

    Responsibilities include:

    Communicating with clients, mortgage companies, and real estate agents regarding insurance for new home purchases

    Partnering closely with insurance agents to gather information and prepare policy documentation

    Reviewing policy paperwork for accuracy, including names, property information, and other important details

    Obtaining additional documentation needed to satisfy carrier requirements

    Preparing Evidence of Insurance and invoices for closing

    Updating and maintaining records within the agency management system

    Assisting insurance agents with homebuyer information and policy support

    Verifying closing dates and ensuring policies are issued on time

    Reviewing, finalizing, and issuing insurance policies

    What We're Looking For We're looking for someone who takes pride in getting the details right while delivering exceptional support to both clients and teammates. You'll be successful in this role if you:

    Have a high school diploma or equivalent

    Have up to one year of experience in an office, administrative, customer service, or insurance environment

    Hold a Property & Casualty insurance license or are interested in obtaining one (preferred)

    Possess strong attention to detail and a commitment to accuracy

    Can effectively manage a high volume of work while meeting deadlines

    Communicate professionally and confidently with clients and business partners

    Are highly organized and able to prioritize multiple tasks

    Enjoy working collaboratively in a team-oriented environment

    Take ownership of your work and follow through on commitments

    About Howard Hanna Insurance Services Howard Hanna Insurance Services provides comprehensive insurance solutions including home, auto, umbrella, life, business, and commercial insurance. As part of the Howard Hanna Family of Companies, we help clients navigate every stage of homeownership through trusted guidance, personalized service, and integrated support.

    Built Different. Built for People.

    Built for collaboration.

    Built for growth.

    Built for homeownership.

    Built for you.

    Apply today and discover what's possible when you join a team that's Built Different.

    This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.