Insurance Sales Assistant
Charlotte, NC
Insurance Sales Assistant
Full Time • Charlotte, NC
Insurance Sales Assistant
Built Different. Built for Homeownership.
Built Different. Built for Homeownership.
Help Bring Homeownership Full Circle.
Buying a home is one of life's biggest milestones—and behind every successful closing is a team making sure every detail is handled with care.
Buying a home is one of life's biggest milestones—and behind every successful closing is a team making sure every detail is handled with care.
At Howard Hanna Insurance Services, we're looking for a detail-oriented Insurance Sales Assistant to play a key role in the final step of the homebuying journey. In this position, you'll help ensure insurance policies are accurate, complete, and ready for closing day, giving homebuyers confidence as they move into their next chapter.
If you enjoy organization, problem-solving, and working with people, you'll find meaningful work and growth opportunities in a collaborative environment that values accuracy, teamwork, and customer service.
Why Howard Hanna Insurance?
Built for Growth
Whether you're starting your insurance career or looking to expand your experience, you'll gain valuable exposure to insurance operations, real estate, mortgage, and the homeownership process.
Whether you're starting your insurance career or looking to expand your experience, you'll gain valuable exposure to insurance operations, real estate, mortgage, and the homeownership process.
Built for Collaboration
You'll work closely with insurance agents, real estate professionals, mortgage teams, and clients, giving you the opportunity to learn from multiple areas of the business and build meaningful professional relationships.
You'll work closely with insurance agents, real estate professionals, mortgage teams, and clients, giving you the opportunity to learn from multiple areas of the business and build meaningful professional relationships.
Built for Impact
Every policy you review and every closing you support helps a family move into a new home with confidence and peace of mind.
Every policy you review and every closing you support helps a family move into a new home with confidence and peace of mind.
Built for Stability
As part of the Howard Hanna Family of Companies, you'll join a trusted organization with a long history of success, strong community roots, and a commitment to employee growth and development.
As part of the Howard Hanna Family of Companies, you'll join a trusted organization with a long history of success, strong community roots, and a commitment to employee growth and development.
What You'll Do
As an Insurance Sales Assistant, you'll be at the center of communication and execution, helping ensure every policy is handled accurately and efficiently.
As an Insurance Sales Assistant, you'll be at the center of communication and execution, helping ensure every policy is handled accurately and efficiently.
Responsibilities include:
- Communicating with clients, mortgage companies, and real estate agents regarding insurance for new home purchases
- Partnering closely with insurance agents to gather information and prepare policy documentation
- Reviewing policy paperwork for accuracy, including names, property information, and other important details
- Obtaining additional documentation needed to satisfy carrier requirements
- Preparing Evidence of Insurance and invoices for closing
- Updating and maintaining records within the agency management system
- Assisting insurance agents with homebuyer information and policy support
- Verifying closing dates and ensuring policies are issued on time
- Reviewing, finalizing, and issuing insurance policies
What We're Looking For
We're looking for someone who takes pride in getting the details right while delivering exceptional support to both clients and teammates. You'll be successful in this role if you:
We're looking for someone who takes pride in getting the details right while delivering exceptional support to both clients and teammates. You'll be successful in this role if you:
- Have a high school diploma or equivalent
- Have up to one year of experience in an office, administrative, customer service, or insurance environment
- Hold a Property & Casualty insurance license or are interested in obtaining one (preferred)
- Possess strong attention to detail and a commitment to accuracy
- Can effectively manage a high volume of work while meeting deadlines
- Communicate professionally and confidently with clients and business partners
- Are highly organized and able to prioritize multiple tasks
- Enjoy working collaboratively in a team-oriented environment
- Take ownership of your work and follow through on commitments
About Howard Hanna Insurance Services
Howard Hanna Insurance Services provides comprehensive insurance solutions including home, auto, umbrella, life, business, and commercial insurance. As part of the Howard Hanna Family of Companies, we help clients navigate every stage of homeownership through trusted guidance, personalized service, and integrated support.
Howard Hanna Insurance Services provides comprehensive insurance solutions including home, auto, umbrella, life, business, and commercial insurance. As part of the Howard Hanna Family of Companies, we help clients navigate every stage of homeownership through trusted guidance, personalized service, and integrated support.
Built Different. Built for People.
Built for collaboration.
Built for growth.
Built for homeownership.
Built for you.
Apply today and discover what's possible when you join a team that's Built Different.
Howard Hanna Insurance Services is ranked one of the top real estate insurance agencies in the nation. Part of the 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. 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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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)