Insurance Sales Assistant — Quick-Start Intake & Quotes

BATAVIA AGENCY LLC; Batavia Township (OH); On-site; USD 17,000 - 22,000; Full time

Job summary

BATAVIA AGENCY LLC in Batavia Township, OH is seeking an Insurance Sales Agent Assistant to support the sales team with initial contact, information gathering, and quote preparation. You will collect necessary data, enter it into agency systems, and pass details to the licensed agent for review.

The role emphasizes timely follow-ups, accurate records, and professional customer interactions, with no independent insurance advice given by the assistant.

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.

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 intake questions regarding their insurance needs and circumstances.
• Enter customer information into agency management systems and quoting platforms.
• Obtain preliminary quote information and provide it to the licensed agent for review.
• Schedule follow-up calls or appointments between prospective customers and the licensed agent.
• Maintain accurate and organized customer records and communication notes.

Skills

Verbal communication

Written communication

Customer service

Attention to detail

Organizational skills

Phone skills

Computer literacy

Independent work

Tools

Insurance software

Job description

BATAVIA AGENCY LLC in Batavia Township, OH is seeking an Insurance Sales Agent Assistant to support the sales team with initial contact, information gathering, and quote preparation. You will collect necessary data, enter it into agency systems, and pass details to the licensed agent for review.

The role emphasizes timely follow-ups, accurate records, and professional customer interactions, with no independent insurance advice given by the assistant.