Insurance Sales Assistant

Shannon Kuhn Insurance; Covington (LA); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Salary + commission + bonus

Paid time off

Hands-on training

Retirement plan

Career growth

Mon-Fri schedule

Job summary

Shannon Kuhn Insurance in Covington, LA seeks a licensed, detail-oriented Insurance Sales Assistant to join our team. You will support a Senior Sales Associate, ensuring new sales details are completed accurately and on time, while delivering excellent customer service.

The role suits someone who enjoys organization, problem-solving, and following tasks through to completion in a fast-paced agency environment.

Qualifications

• Active Louisiana Property & Casualty or Personal Lines license.
• Minimum of 1 year of relevant insurance, sales, or customer service experience.
• Strong organizational & time-management skills with the ability to manage multiple customers and deadlines.
• Excellent verbal and written communication with professional phone and email etiquette.

Responsibilities

• Review new policies for signatures, documents, payments, inspections, and underwriting requirements.
• Identify missing information or issues; coordinate with customers, underwriting, lenders, and agency team; follow through to resolution.
• Maintain accurate customer and policy information in agency systems and document contacts and pending items.
• Assist customers with home inspections, underwriting requirements, Drivewise enrollment, and other policy requirements.
• Monitor mortgagee-billed policies for payment; provide lenders with evidence of coverage as needed.
• Guide customers through canceling policies with previous carrier.
• Send thank-you cards to new customers as part of onboarding.
• Support incoming calls, messages, payments, and policy document inquiries.

Skills

Active Louisiana license

Customer service

Sales experience

Organizational skills

Excellent communication

CRM usage

Tools

eAgent

Job description

Job Description

Shannon Kuhn Insurance is seeking a licensed, detail-oriented, and highly organized Insurance Sales Assistant to join our team in Covington, Louisiana.

Job Description

Shannon Kuhn Insurance is seeking a licensed, detail-oriented, and highly organized Insurance Sales Assistant to join our team in Covington, Louisiana.

This position works closely with our Senior Sales Associate and plays an important role in ensuring new customers have a smooth transition to our agency. While our sales team focuses on generating and closing new business, you will be responsible for helping ensure the details behind those sales are completed accurately and on time.

This is an ideal position for someone who enjoys customer service, organization, problem-solving, and following a task all the way through to completion.

Benefits

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Hands on Training
• Retirement Plan
• Career Growth Opportunities
• Mon-Fri Schedule

Responsibilities

• Review new policies for outstanding signatures, documents, payments, inspections, and underwriting requirements.
• Proactively identify missing information or potential issues, coordinate with customers, underwriting, lenders, and agency team members as necessary, and follow through until outstanding items are resolved.
• Maintain accurate customer and policy information and thoroughly document customer contacts, pending items, and follow-up activities in eAgent and applicable agency systems.
• Assist customers with home inspections, underwriting requirements, Drivewise enrollment, and other new-policy requirements.
• Monitor mortgagee-billed policies for payment and provide lenders or mortgage companies with evidence and copies of coverage as needed.
• Guide customers through the process of canceling policies with their previous insurance carrier.
• Send thank‑you cards to new customers as part of our onboarding process.
• Contribute to a team-focused environment by assisting with incoming calls, promptly returning messages, welcoming customers, processing payments, and providing support with policy documents, ID cards, billing inquiries, and other routine customer service needs.
• Perform additional sales-support, customer-service, and administrative duties as assigned.

Requirements

• Active Louisiana Property & Casualty or Personal Lines license required.
• Minimum of 1 year of relevant insurance, sales, or customer service experience required.
• Strong organizational and time-management skills, with excellent attention to detail and the ability to manage multiple customers, deadlines, and follow-up activities simultaneously.
• Excellent verbal and written communication skills with professional phone, email, and customer service etiquette.
• Self‑starter with a strong sense of urgency who takes initiative, anticipates needs, and follows tasks through to completion.
• Strong problem‑solving and critical‑thinking skills, with the ability to identify issues, think resourcefully, and make sound decisions.
• Coachable and eager to learn, with the ability to quickly adapt to new technology, insurance systems, processes, and changing priorities.
• Positive, professional, and customer‑focused with the ability to build relationships and exceed current and prospective customer expectations.
• Works well independently and as part of a team in a fast‑paced, collaborative environment.
• Career‑minded and growth‑oriented, with a desire to continue developing professionally within the insurance industry.

Company Description

Shannon Kuhn Insurance is a fast‑growing, well‑established agency located in Covington, just behind Home Depot. We’re known for doing insurance differently—by truly caring about our clients, listening to their needs, and matching them with coverage that fits their lives (not a one-size‑fits‑all policy).

Our team takes pride in exceptional service, strong relationships, and a supportive, team‑first culture. As our agency continues to grow, we’re looking to add motivated, service‑driven professionals who want more than just a job—they want a career with purpose, stability, and room to grow.