Job Description

Overview

The sales assistant position will support the regional office in servicing independent brokers marketing the Company's products, reporting to the RVP of Sales. The role will facilitate critical processes throughout the entire new business flow on behalf of the RSDs and RVP.

Note - this is an in-office position.

Responsibilities

• Deliver white-glove support to broker partners through the quoting and underwriting process
• Master Company's product portfolio to best represent the Company in the marketplace and service the office
• Provide feedback to RVP on the Company's processes to make the office more efficient
• Data entry of quoting and underwriting information
• Efficiently deliver requested quotes accurately and by agreed-upon deadlines
• Perform in-depth paperwork reviews to ensure documentation for prospective clients and work with RSDs, brokers, and customers to obtain necessary information.
• Support a defined set of RSDs in a team environment
• Work with other departments within the organization to advance the Company

Skills and Qualifications

• Self-motivated – ability to work successfully without ongoing supervision
• Strong time management and organizational skills
• Above-average attention to detail
• Strong customer service skills
• Strong communication and organizational skills
• Proficient in Word, Excel, PowerPoint, and Windows
• High School Graduate or GED
• Fluent in English
• Exposure to health insurance

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