Insurance Sales Assistant

Howard Hanna Allen Tate Real Estate; Charlotte (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

Howard Hanna Insurance Services seeks an Insurance Sales Assistant to ensure policies are accurate and ready for closing on home purchases in the Charlotte area. You will collaborate with clients, mortgage companies, and real estate agents to gather information and prepare policy documentation.

Responsibilities include reviewing paperwork for accuracy, obtaining needed documents, and issuing policies on time, while maintaining records in the agency management system and supporting insurance

Qualifications

• High school diploma or equivalent.
• Up to 1 year of office, administrative, customer service, or insurance experience.
• Property & Casualty license or interest in obtaining one (preferred).
• Strong attention to detail and accuracy.
• Ability to manage high-volume work and meet deadlines.
• Professional and confident communication with clients and partners.
• Highly organized with the ability to prioritize multiple tasks.

Responsibilities

• 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

Skills

Attention to detail

Communication skills

Organizational skills

Time management

Team collaboration

Customer service

Agency management system

Education

High school diploma or equivalent

Tools

Agency management system

Job description

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. 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.

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
• 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

• High school diploma or equivalent
• Up to one year of experience in an office, administrative, customer service, or insurance environment
• Property & Casualty insurance license or interest in obtaining one (preferred)
• Strong attention to detail and a commitment to accuracy
• Ability to manage a high volume of work while meeting deadlines
• Professional and confident communication with clients and business partners
• Highly organized and able to prioritize multiple tasks
• Enjoy working collaboratively in a team‑oriented environment
• Ownership of work and follow through on commitments