Personal Lines Sales Assistant

Mechanics Cooperative Bank; North Adams (MA); On-site; USD 28,000 - 34,000; Full time

Job summary

MountainOne Insurance in North Adams, MA, is seeking an administrative support professional to assist the Personal Lines Sales Team. This role focuses on data entry, quotes, and documentation to help sales executives manage new and existing client files.

You will research driving records, obtain property cards, upload filings to carriers, and maintain compliant files while providing excellent service to prospects and policyholders. Travel within 25 miles to various offices is required.

Qualifications

• Obtaining MA Property & Casualty Insurance Broker’s License or maintaining it.
• Solid understanding of insurance work methods and procedures.
• High ethical standards.
• Ability to work independently and in a team.
• Strong written and verbal communication skills.
• Ability to present information to clients and colleagues clearly.
• Willingness to travel within a 25-mile radius to multiple offices.
• Ability to sit, drive and perform computer input.

Responsibilities

• Input data on new prospects to be quoted.
• Research information required to quote (driving records, mileage, etc.).
• Obtain property cards and photos from internet sources.
• Take photos of properties for our files if needed.
• Enter line of business data into rating programs.
• Attach quotes to client files and track quotes in the pipeline.
• Provide documentation for client signatures after sale.
• Create binders for insurers, banks, attorneys, etc.
• Upload new business to carrier for policy issuance.
• Follow up on issuance of new policies per procedures.
• Review open items and assist Sales Executive with follow-up.
• Update files for declined prospects or pend for next year.
• Take incoming calls and gather data from prospective clients.
• Pursue continuing education to stay current with industry and software updates.
• Maintain compliance with company policies and regulations.
• Other duties as assigned.
• Learn and use Microsoft Office tools for sales support.
• Provide proposals to Sales Executive as needed.

Skills

Data entry

Communication skills

Research

Organization

Customer service

Teamwork

Phone data gathering

Education

MA Property & Casualty Insurance License

Tools

Microsoft Office

Word

Excel

Rating programs

Job description

Reports to: VP, Personal Lines Operations Manager

Grade: 102

Location: MountainOne Insurance

The hourly pay range for this position is $20.51 to $25.00 dependent upon qualifications and experience.

Job Summary:

This position is responsible for providing a wide range of administrative support duties for the Personal Lines Sales Team.

Below is a description of the ordinary duties of the position. This description is a guideline and may not be all-inclusive. There may be additional duties and responsibilities which may be required.

Employee access to a customer’s nonpublic personal information shall be limited to the extent necessary to accomplish the duties outlined below or as may be assigned.

Primary Responsibilities

• Input data on new prospects to be quoted.
• Research information required to quote such as driving records, mileage, etc.
• Obtain property cards and photos from the appropriate internet sites.
• If necessary, go out and take photos of properties for our files.
• Enter line of business data into the appropriate rating programs.
• Attach quotes to the client’s file.
• Quote new business policies, track all quotes in the pipeline, as well as due dates, etc.
• Provide the Sales Executive with all documentation required for client signature once product is sold.
• Create binders for insurers, banks, attorneys, etc. as needed.
• Once the Sales Executive obtains all signed documents and deposit payments, upload new business to carrier to have policies issued.
• Enter all necessary activities and suspense to follow up on issuance of new policies per agency workflows and procedures.
• Review Sales Executive open items to keep current and assist Sales Executive with following up as needed.
• At the direction of the Sales Executive update files for prospects which decline to purchase from us – either close file or pend for following year.
• Take incoming calls and gather data from prospective clients.
• Continuing education to stay current of industry, agency, and computer updates.
• Maintains compliance of all related company policies, confidentiality, standardized procedures, and regulations.
• Other duties as assigned.

Secondary Responsibilities

• Learn about and utilize support programs such as Microsoft Office, specifically Word and Excel, etc. for sales support.
• As needed - provide proposals to the Sales Executive.

Qualifications

• Obtain and/or maintain MA Property & Casualty Insurance Broker’s License and any other license as required by residence state.
• Solid understanding of insurance work methods and procedures.
• High ethical standards.
• Ability to work independently and in a team environment.
• Strong written and verbal communication skills.
• Ability to effectively present information to clients, company representatives, and agency personnel, both verbal and written.
• 100% availability to travel within a 25-mile radius to various office locations.
• Ability to sit, drive and perform telephone functions and computer input.