Insurance Sales Support Administrator

Worthingtonchamber; Akron, Northern (OH, KY); Hybrid; USD 32,000 - 45,000; Full time

Benefits offered by this job

AAA membership

Wellness program

401(k) with company match

Life, AD&D and Disability insurances

Employee discounts

Professional development and paid培训

Paid time off and holidays

Job summary

AAA Ohio Auto Club in Akron, OH is seeking a full-time Insurance Sales Support Specialist to join our sales and service teams. You will assist with sales procedures, follow-up with clients, and perform data-entry tasks to support efficient client service.

Responsibilities include processing policy documentation, managing client information in agency systems, handling inquiries, scheduling exams, and coordinating communications to improve service and sales outcomes.

Qualifications

• High school diploma or equivalent.
• 1–2 years of administrative experience.
• Proficient in Microsoft Office products and SharePoint.

Responsibilities

• Support sales and service teams by following up with clients to obtain required policy documentation.
• Identify and assign daily policy notifications and requests via the agency management system.
• Assist in person clients with billing and processing questions.
• Coordinate life insurance medical exam appointments with clients.
• Make outbound calls for policy and payment reminders.
• Perform data entry and maintenance in agency reports and systems.
• Close the loop on surveys and determine resolutions.
• Monitor and assign incoming sales leads per time standards.

Skills

Administrative support

Attention to detail

Organizational skills

Time management

MS Office proficiency

Education

High School Diploma or equivalent

Tools

Microsoft Word

Excel

SharePoint

Job description

The Insurance Sales Specialist will support the agency sales and service teams by assisting with sales procedures, contacting clients regarding follow-up items, and completing data related tasks.

AAA Ohio Auto Club is currently seeking a full-time Insurance Sales Support Specialist to join our Akron, Ohio location.

The Insurance Sales Specialist will support the agency sales and service teams by assisting with sales procedures, contacting clients regarding follow-up items, and completing data related tasks. Enter and maintain client information within agency management systems. Monitor and assign daily customer and insurance company notifications. Fulfill ongoing administrative tasks to support client communication initiatives.

Responsibilities:

• Support sales and service teams by following up with clients to obtain required policy documentation.
• Utilize multiple systems/sites to identify and assign daily policy notifications and requests to the proper agent or account manager via the agency management system.
• Assist in person clients with billing and processing questions.
• Confirm life insurance medical exam appointments with clients.
• Make outbound phone calls to customers to provide policy and payment reminders.
• Complete data entry and maintenance tasks within various agency reports and systems.
• Make “close the loop” calls to appropriate Net Promoter Score surveys and determine resolution.
• Perform agency management data cleanup tasks as directed.
• Monitor and assign incoming sales leads in accordance with time standards identified by lead channel.

Requirements:

• High school diploma or equivalent is required.
• Minimum of 1-2 years of experience in an administrative setting.
• Demonstrates strong attention to detail.
• Strong analytical and reasoning skills to determine proper procedures based on established insurance guidelines.
• Strong organizational, time management, and multi-tasking skills.
• Ability to work both independently and in a team setting with moderate supervision.
• Must be proficient in computer skills including Microsoft Office products (Word, Excel, and SharePoint)
• Must be comfortable working with variety of technologies and software.

AAA Ohio Auto Club offers a competitive benefits package including:

• Free AAA membership
• Company wellness program
• Competitive 401(k) with company match
• Company paid Life, AD&D and Disability insurances
• Company discounts
• Professional development and paid training
• Paid time off and paid holidays

Job Type: Full-Time

Education Level: High School

Experience Level: Entry Level

Job Function: Sales, Finance, Customer Service, Administrative