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

Howard Hanna Insurance Services is ranked one of the top real estate insurance agencies in the nation. Part of the Allen Tate & Howard Hanna Family of Companies, we're designed to assist customers with every stage of their homeownership journey - from buying/selling, to mortgage, insurance, relocation, title and new construction services. Howard Hanna Insurance is a Trusted Choice® independent insurance agency, representing the nation’s top carriers for all insurance products to provide for and protect our clients. Spanning the Carolinas and Virginia, our insurance professional sales and customer service agents work in teams to design the best plan and pricing for our client's needs and provide the most personal experience possible.

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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Benefits of working as an Independent Insurance Agent

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)