Insurance Sales Assistant jobs in United States
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SPG - Specialty Program Group · 8 hours ago

Insurance Sales Assistant

Specialty Program Group is a leader in providing specialty businesses with access to capital and investment, deep carrier relationships, and innovative solutions. As an Insurance Sales Assistant, you will work directly with an Insurance Sales Producer to propose quotes and assist small business customers with their insurance needs.

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Responsibilities

Work directly with an Insurance Sales Producer in proposing quotes to potential Small Business customers
Follow up with potential Insurance customers, prospects, and Property & Casualty Insurance carriers in a digital environment
Gather info from customers to process new applications, quoting on multiple carrier websites, process endorsements, certificates of Insurance, service, and billing questions
Collect documentation from clients and perform reviews prior to binding accounts with our carrier partners
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal and professional networks; and continuing education

Qualification

PropertyCasualty LicenseMicrosoft OfficeSmall Commercial InsuranceMulti-taskingSelf-disciplineAspirations for LearningBilingual-EnglishSpanishEffective CommunicationTeam Collaboration

Required

Property and Casualty License required at the time of application
Superior Microsoft Office experience
Ability to communicate effectively and handle a high volume of inbound & outbound calls
Experience with multi-tasking in a fast-paced environment
Possess the self-discipline to thrive in a remote environment
Aspirations for learning, experience, and advancement
Tenacious and determined to win and collaborate well with others
Continuously develop and strengthen the skills required for success
1-2 years of relevant experience
High school or equivalent

Preferred

Experience supporting a sales team preferred, but not necessary
Small Commercial Insurance experience
Bilingual-English and Spanish, preferred

Benefits

Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits such as vacation, sick, and personal days
Eligible bonuses
Equity and commissions for some positions

Company

SPG - Specialty Program Group

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Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

Funding

Current Stage
Late Stage

Leadership Team

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Jennifer Spindler
Chief Product Officer
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Company data provided by crunchbase