What are the responsibilities and job description for the Sales Assistant position at 5 Star Insurance Group, LLC?
Description: Insurance Sales Assistant
Job Purpose: A growing Health/Life Insurance Agency is offering an exciting Sales Assistant position to support the sales team with quoting, customer concerns and processing of applications. Room for advancement with an increase in responsibility within the company. This position is full-time. Great Office Culture. Flexible schedule, no evenings. Hourly pay with benefits and bonuses.
Job Duties:
- Review new business to make sure all pertinent information is included and all signatures are complete before faxing/scanning to appropriate area.
- Maintain customer database by accurately inputting customer profile information to include future activities and accurately documenting all customer phone calls.
- Responsible for quoting of all insurance products
- Build relationships with brokerage offices and insurance companies to assist in answering customer questions.
- Become familiar with contracted carrier websites and be able to navigate efficiently when ordering materials or verifying enrollment.
- Update job knowledge by participating in educational seminars.
- Keep share drive updated and organized with all product, contact, and carrier information.
- Keep all product material current and organized in file cabinets and in office.
- Assisting Sales Agents with specific projects
- Efficiently use office equipment to include: fax, scanner, copier, and postage machine
- Proficient in Microsoft products; Word, Excel, and Power Point
- WI State Health License preferred
Job Type: Part-time
Salary: $20.00 to $25.00 /hour
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Benefits:
- 401(k) matching
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Ability to Relocate:
- Appleton, WI 54913: Relocate before starting work (Required)
Work Location: In person
Salary : $20 - $25
