Personal Lines Sales Assistant

This position floats between our Williamstown and North Adams office. 3 days per week in Williamston and 2 days per week in North Adams.

This position is responsible for providing a wide range of administrative support duties for the Personal Lines Sales Team.

Below is a description of the ordinary duties of the position. This description is a guideline and may not be all-inclusive. There may be additional duties and responsibilities which may be required.

Employee access to a customers nonpublic personal information shall be limited to the extent necessary to accomplish the duties outlined below or as may be assigned.

Salary Range: $22.00 - $24.00 per hour

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Hands on Training

Parental Leave

Responsibilities

Input data on new prospects to be quoted.

Research information required to quote such as driving records, mileage, etc.

Obtain property cards and photos from the appropriate internet sites.

If necessary, go out and take photos of properties for our files.

Enter line of business data into the appropriate rating programs.

Attach quotes to the clients file.

Quote new business policies, track all quotes in the pipeline, as well as due dates, etc.

Provide the Sales Executive with all documentation required for client signature once product is sold.

Create binders for insurers, banks, attorneys, etc. as needed.

Once the Sales Executive obtains all signed documents and deposit payments, upload new business to carrier to have policies issued.

Enter all necessary activities and suspense to follow up on issuance of new policies per agency workflows and procedures.

Review Sales Executive open items to keep current and assist Sales Executive with following up as needed.

At the direction of the Sales Executive update files for prospects which decline to purchase from us either close file or pend for following year.

Take incoming calls and gather data from prospective clients.

Continuing education to stay current of industry, agency, and computer updates.

Maintains compliance of all related company policies, confidentiality, standardized procedures, and regulations.

Other duties as assigned.

Secondary Responsibilities:

Learn about and utilize support programs such as Microsoft Office, specifically Word and Excel, etc. for sales support.

As needed - provide proposals to the Sales Executive.

High School Diploma.

Obtain and/or maintain MA Property & Casualty Insurance Brokers License and any other license as required by residence state.

Solid understanding of insurance work methods and procedures.

High ethical standards.

Ability to work independently and in a team environment.

Strong interpersonal/sales skills.

Strong written and verbal communication skills.

Ability to effectively present information to clients, company representatives, and agency personnel, both verbal and written.

100% availability to travel within a 25-mile radius to various office locations.

Ability to sit, drive and perform telephone functions and computer input.