Insurance Sales Assistant: Intake & Quote Support

Jeff Wyler Automotive Family; Beavercreek (OH); On-site; USD 17,000 - 22,000; Full time

Job summary

Jeff Wyler Automotive Family's 66-Beavercreek Hyundai location in Beavercreek, OH is seeking an Insurance Sales Agent Assistant. You will be the first contact for prospective customers, gathering information to obtain quotes and passing it to the licensed agent.

You will schedule follow-ups, document conversations, and maintain accurate records while ensuring confidentiality. This role emphasizes professional communication, organization, and support to the insurance sales team.

Qualifications

• Excellent verbal and written communication skills.
• Professional, friendly, and customer-service-oriented personality.
• Strong attention to detail and accuracy.
• Ability to gather and document information efficiently.
• Comfortable making and receiving customer phone calls.
• Strong organizational and follow-up skills.
• Basic computer skills and ability to learn insurance agency software and quoting systems.
• Ability to work independently while supporting a licensed insurance agent.
• Previous insurance, sales, customer service, call center, or administrative experience is preferred but not required.

Responsibilities

• Serve as the initial point of contact for prospective insurance customers.
• Respond promptly and professionally to inbound customer inquiries and quote requests.
• Contact prospective customers to gather the information needed to obtain an insurance quote.
• Ask customers appropriate intake questions regarding their insurance needs and circumstances.
• Accurately collect and document customer information.
• Enter customer information into agency management systems and insurance quoting platforms.
• Obtain preliminary quote information, as directed by the licensed insurance agent.
• Provide all customer information, quote information, and relevant details gathered during the intake process to the licensed insurance agent for review.
• Refer all questions regarding coverage, policy recommendations, rates, policy terms, or insurance advice to the licensed insurance agent.
• Schedule follow-up calls or appointments between prospective customers and the licensed insurance agent.
• Assist the licensed insurance agent by ensuring all necessary customer information is collected before the quote discussion.
• Follow up with prospective customers regarding outstanding information or scheduled appointments.
• Maintain accurate and organized customer records and communication notes.
• Protect customer information and maintain confidentiality at all times.

Skills

Communication skills

Customer service

Attention to detail

Information gathering

Phone skills

Organization

Follow-up skills

Computer literacy

Independent work

Insurance/sales experience

Job description

Jeff Wyler Automotive Family's 66-Beavercreek Hyundai location in Beavercreek, OH is seeking an Insurance Sales Agent Assistant. You will be the first contact for prospective customers, gathering information to obtain quotes and passing it to the licensed agent.

You will schedule follow-ups, document conversations, and maintain accurate records while ensuring confidentiality. This role emphasizes professional communication, organization, and support to the insurance sales team.