Sales Assistant – Client Advisory Team
| Company | HUB |
|---|---|
| Location | Agawam, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- Experience servicing personal accounts within an insurance agency.
- Thorough knowledge of personal lines coverages and markets.
- Experience with an automated agency management system.
- Active Massachusetts Producer license or ability to obtain license within six months of start date.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Responsibilities
- Adhere to all new structure changes and departmental procedures set in place.
- Process mail as assigned.
- Enter data as required by insurance company automation systems.
- Provide support to the Sales Producers on new business activities.
- Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance, endorsements, and agency management system input of each account.
- Responsible for new business courtesy follow up.
- Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
- Adhere to KPI goal established by management.
- Other responsibilities as assigned by Manager.
Preferred Qualifications
-
No preferred qualifications provided.