Sales Assistant
Full Time • Charlotte, NC
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
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
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.
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)