Insurance Sales Assistant

General Description: The Sales Assistant is an integral link in the business relationship that is created by our agency, our clients, and our companies. For many clients, the Sales Assistant is the focal point of their contacts during the sales process, and frequently clients rely on the Sales Assistant to explain coverage as outlined in the application. The Sales Assistant will be responsible for uploading the insurance policies with the insurance carriers.

Essential Job Functions:

Sending EPIs to mortgage company, realtor, and attorney in a timely manner

Prepare and send applications via DocuSign or mail (only if necessary) within 48 hours

Request alarm certificates, appraisal, photo, proof or prior (if required), and proof of residency when application is sent

Upload/submit applications for processing within the binding period

Document entire process in AMS

Suspense items set to assure applications are received in a timely manner

Responsible for answering questions regarding the application by clients

Supply ID cards, FS1 forms, and DL123’s

Follow up on drivers license numbers when clients are moving in and out of state

Maintain individual customer files and process routine correspondence between our agency, the client and/or company

Complete file for compliance and scanning complete file to the system

Ask for business for lines of business not sold at the point of sale

X date producers for other lines of business not sold at the point of sale

Additional Responsibilities:

Other duties as assigned

Equipment Used:

Computer, Efax, scanner, copier, printer, phone system, and other office equipment as needed

Qualifications:

Possess a strong attention to detail

Able to multi-task

Must have a high level of problem - solving skills.

A positive, team - oriented attitude

Excellent computer skills

Ability to work independently

Insurance license and knowledge of industry standards

Minimum two years experience in current or related position

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.