Licensed Insurance Account Associate — Growth & Success

Ross Ins and Fin Services Inc; Matthews (NC); On-site; USD 29,000 - 42,000; Full time

Benefits offered by this job

401(k)

Company car

Flexible schedule

Free food & snacks

Free uniforms

Parental leave

Signing bonus

Tuition assistance

Paid time off

Training & development

Opportunity for advancement

Competitive salary

Job summary

Ross Ins and Fin Services Inc is seeking a motivated Sales Assistant to support daily operations and drive customer success within our insurance agency. You will grow the business through meaningful client relationships and by aligning customer needs with suitable products and services.

As a sociable, sales-minded professional, you will manage accounts, assist customers with quotes, and collaborate with underwriters to issue policies promptly, while maintaining accurate records and delivering

Qualifications

• Excellent customer service and communication skills.
• Strong organizational skills and attention to detail.
• Previous experience in insurance or a related field preferred.

Responsibilities

• Manage customer accounts and update information in the database.
• Meet monthly and weekly sales and quoting goals.
• Assist customers in finding solutions for multiple products.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Customer service

Communication

Organization

Job description

Ross Ins and Fin Services Inc is seeking a motivated Sales Assistant to support daily operations and drive customer success within our insurance agency. You will grow the business through meaningful client relationships and by aligning customer needs with suitable products and services.

As a sociable, sales-minded professional, you will manage accounts, assist customers with quotes, and collaborate with underwriters to issue policies promptly, while maintaining accurate records and delivering