Personal Lines Sales Assistant

The Juris Agency; Williamstown (MA); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Hands on Training

Parental Leave

Job summary

The Juris Agency in Williamstown and North Adams seeks an Administrative Support professional for the Personal Lines Sales Team. This role floats between two offices—3 days in Williams town and 2 days in North Adams—providing data entry, quotes, and document handling to support sales initiatives.

Key duties include preparing quotes, gathering information, and maintaining client files, with ongoing training and development in insurance practices.

Qualifications

• High School Diploma or equivalent required.
• Maintain MA Property & Casualty Insurance Broker’s License as required by state.
• Solid understanding of insurance work methods and procedures.
• High ethical standards.
• Ability to work independently and in a team environment.
• Strong interpersonal/sales skills.
• Strong written and verbal communication skills.
• Willingness to travel within a 25-mile radius to office locations.
• Ability to sit, drive and perform telephone functions and computer input.

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 quotes in the pipeline and due dates.
• Provide the Sales Executive with documentation for client signature once product is sold.
• Create binders for insurers, banks, attorneys, etc. as needed.
• Upload new business to carrier after signed documents and deposits.
• Record activities and follow up on issuances per workflows and procedures.
• Review open items to assist Sales Executive with follow-up.

Skills

Interpersonal skills

Verbal communication

Written communication

Teamwork

Sales skills

Data entry accuracy

Education

High School Diploma

MA Property & Casualty Insurance Broker’s License

Tools

Microsoft Word

Microsoft Excel

Job description

Job Description

This position floats between our Williams town and North Adams office. 3 days per week in Williamston and 2 days per week in North Adams.

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.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Hands on Training
• Parental Leave

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.

Requirements

• High School Diploma.
• 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 interpersonal/sales skills.
• 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.