Insurance Sales Assistant

What You'll Do

• 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
• Aiding 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

• Someone who takes pride in getting the details right while delivering exceptional support to both clients and teammates
• Up to one year of experience in an office, administrative, customer service, or insurance environment
• A Property & Casualty insurance license or interest in obtaining one (preferred)
• A strong attention to detail and a commitment to accuracy
• The ability to effectively manage a high volume of work while meeting deadlines
• A professional and confident communicator with clients and business partners
• A highly organized individual capable of prioritizing multiple tasks
• An enjoyment of working collaboratively in a team-oriented environment
• An owner of their work and a 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.