Established independent broker insurance agency in Dallas, TX 75225 needs to hire an Administrative Sales Assistant to support the Property/Casualty Sales Producer in managing client accounts. Qualified Candidates with personal & commercial insurance experience or within the property & casualty industry are ideal applicants.
Candidates with recent work experience focusing on servicing multiple business accounts simultaneously in a fast-paced sales environment are encouraged to apply.
General Information
Job Location: Office on Northwest Hwy. located between I-75 & Dallas N. Tollway
Salary: $34,000-$45,000 (negotiable with industry experience)
Job Site: In-Office
Start Date: Immediately
Job Type: Full-time (40 hrs.)
Industry: Insurance, Administrative Sales
JOB DESCRIPTION: The Sales Assistant will maintain customer/client relationships, responding to customer inquiries via phone & email. Will provide administrative support processing or responding to customer inquiries regarding their policy/or coverage. For example, policy changes, endorsement processing, troubleshooting claim issues, preparing proposals, contacting clients, and issuing Certificates of Insurance (COI) and ID cards. Additional responsibilities include maintaining current and accurate client records and customer communications in the agency management System (AgencyBloc).
Primary Responsibilities & Duties:
Client Management & Servicing
· Servicing needs include processing change requests, audits, client inquiries, billing transactions, endorsements, cancellations and reinstatements, and contract reviews.
· Prepares quotes, invoices, transmittals, ID cards, Certificates of insurance, binding coverage, and cancelations forms as required.
· Complete applications with clients in coordination with Producer
· Submit applications to eligible and appropriate carriers.
· Provide needed information to clients and carriers promptly.
· Assist in answering the office phone.
Knowledge, Skills, & Abilities
Excellent verbal & written communication skills-proactive interaction with customers and clients with speed and professionalism.
· Multi-tasking: Able to switch from one task to another when an incoming telephone or email disruption and changes priorities.
· Computer skills:Proficient with Microsoft Office, especially Outlook, Excel, PDF Editor
· Organization: able to prioritize workflow based on urgency to ensure efficient, timely, and accurate operations processing.
· Detail-oriented: accurately managing multiple clients, tasks, and requests.
JOB REQUIREMENTS:
REQUIRED EXPERIENCE (one of the following)
· 2+ years of account management (or)
· 2+ years of insurance customer service (or)
· 2+ sales administrative assistant
EDUCATION:
· High school diploma or equivalent (GED) is required. A college degree is preferred, not necessary.
CAPABILITIES:
· Comfortable working in a fast-paced, deadline-driven office environment
· Strong verbal communication, organizational, and time management skills
· Excel & PDF editor skills
Featured Benefits:
· Medical Insurance
· Dental & Vision Insurance
· Life & Disability insurance
401(K) *Employer Match