Personal Lines Sales Support Specialist

Mechanics Cooperative Bank; North Adams (MA); Sur place; USD 28 000 - 34 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Data entry

Communication skills

Research

Organization

Customer service

Teamwork

Phone data gathering

Formation

MA Property & Casualty Insurance License

Outils

Microsoft Office

Word

Excel

Rating programs

Description du poste

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.