Personal Lines Sales Assistant

Primary Responsibilities

• Input data on new prospects to be quoted.
• Research information required to quote such as driving records, mileage, etc.
• Obtain property cards and photos from the appropriate internet sites.
• If necessary, go out and take photos of properties for our files.
• Enter line of business data into the appropriate rating programs.
• Attach quotes to the client's file.
• Quote new business policies, track all quotes in the pipeline, as well as due dates, etc.
• Provide the Sales Executive with all documentation required for client signature once product is sold.
• Create binders for insurers, banks, attorneys, etc. as needed.
• Once the Sales Executive obtains all signed documents and deposit payments, upload new business to carrier to have policies issued.
• Enter all necessary activities and suspense to follow up on issuance of new policies per agency workflows and procedures.
• Review Sales Executive suspense to keep current and assist Sales Executive with following up as needed.
• At the direction of the Sales Executive, update files for prospects which decline to purchase from us ' either close file or pend for following year.
• Take incoming calls and gather data from prospective clients.
• Continuing education to stay current of industry, agency, and computer updates.
• Maintains compliance of all related company policies, confidentiality, standardized procedures, and regulations.

Secondary Responsibilities

• Learn about and utilize support programs such as Microsoft Office, specifically Word and Excel, etc. for sales support.
• As needed - provide proposals to the Sales Executive.
• Provide backup phone support for incoming calls to the main line and forward them to the necessary department/individual.