Insurance Sales Intake Specialist

JEFF WYLER COLERAIN INC

Cincinnati (OH)

On-site

USD 17,000 - 22,000

Full time

14 days+

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Job summary

JEFF WYLER COLERAIN INC in Cincinnati, OH is seeking an Insurance Sales Agent Assistant to support the sales team. You will be the first point of contact, gathering information for quotes and coordinating with the licensed agent to present proposals to customers.

The role emphasizes accurate data collection, organized records, and timely follow-up, with a focus on customer service and clear communication. This entry-level support position offers growth within the agency.

Qualifications

Excellent verbal and written communication skills.
Professional, friendly, 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.

Responsibilities

Serve as the initial point of contact for prospective insurance customers.
Respond promptly and professionally to inbound inquiries and quote requests.
Gather information needed to obtain insurance quotes and provide to the licensed agent.
Enter customer information into agency management systems and quoting platforms.
Provide all information gathered to the licensed agent for review.
Schedule follow-up calls or appointments between prospects and the licensed agent.