Sales Trainee

CampusPoint; Los Angeles (CA); Presencial; USD 55.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible work arrangements

Descripción de la vacante

CampusPoint, an independent wholesale brokerage and 100% employee-owned, seeks a detail-oriented Sales Trainee (Production Assistant) in Los Angeles to support the broker team with day-to-day technical and clerical tasks. This role involves servicing active and expired policy files, adhering to QMS standards, and coordinating with licensed team members.

Flexible work arrangements and opportunities for growth are emphasized.

Formación

• 0-3 years of insurance experience (strong preference for commercial property & casualty, surplus lines experience)
• 0-1 year of administrative, customer service, sales, or general office experience
• Excellent communication skills – both verbal and written
• Strong organization, follow-up, and interpersonal skills.
• Demonstrate analytical skills to define problems accurately, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
• Take a proactive approach to problem-solving, with strong listening skills and a willingness to support others.
• Intermediate skill level in PC software (Word, Excel, and other software, as required).
• Ability to be flexible in work schedule, as needed.
• Manages time to get the job done.
• Able to effectively interact with and adapt to diverse personalities and communication styles.
• Has or can secure the appropriate insurance license within the proper timeframe as determined by state requirements

Responsabilidades

• Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
• Follow up on subjectivities and any other post-binding requirements issued by the carrier.
• Ensure agency management files are fully documented per the company's QMS procedures.
• Relay requests for additional information from a licensed team member to a retailer.
• Produce and email renewal letters requesting completed insurance coverage applications for transmittal to a licensed team member for processing.
• When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
• Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
• Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
• Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
• Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
• Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
• Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to the retailer must be done by a licensed team member.
• At the direction of a licensed team member, process and release Confirmation of Coverages after receiving market/carrier binders; a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to the retailer. A licensed team member must request coverage bound with a market/carrier.
• Transmit policies issued by markets/carriers to retailers.
• Follow up on pending endorsements, review their accuracy upon receipt, invoice, and transmit to the retailer; a licensed team member must be included (Cc'd) when sending endorsements to the retailer.
• Manage and maintain follow-up tasks (pending items we are waiting for from retailers and carriers), including following up and escalating unresolved issues to a licensed team member when appropriate.
• Ensure Surplus Line documents are submitted correctly and on time.

Conocimientos

Communication skills

Organization

Analytical skills

Problem-solving

Time management

Interpersonal skills

Flexibility

Licensing readiness

Herramientas

Word

Excel

Descripción del empleo

Founded in 1980 and named one of the 'Best Places to Work in Insurance' for the fifth year in a row, our client is an independent wholesale brokerage seeking an organized, detail-oriented Sales Trainee (also called Production Assistant) to join their team. This role is a fantastic opportunity to join a 100% employee-owned firm that values flexible work arrangements, competitive pay, teamwork, and employee learning and growth. If you have strong communication skills, administrative experience, and an interest in insurance.

Sales Trainee primarily assists the broker team with day-to-day technical and clerical needs by servicing active and expired policy files, in accordance with established values, goals, and procedures.

Compensation: $55-$60K/yr DOE

Availability: Monday - Friday, 37.5 hours/week (regular business hours).

Duties and Responsibilities:

• Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
• Follow up on subjectivities and any other post-binding requirements issued by the carrier.
• Ensure agency management files are fully documented per the company's QMS procedures.
• Relay requests for additional information from a licensed team member to a retailer.
• Produce and email renewal letters requesting completed insurance coverage applications for transmittal to a licensed team member for processing.
• When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
• Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
• Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
• Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
• Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
• Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
• Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to the retailer must be done by a licensed team member.
• At the direction of a licensed team member, process and release Confirmation of Coverages after receiving market/carrier binders; a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to the retailer. A licensed team member must request coverage bound with a market/carrier.
• Transmit policies issued by markets/carriers to retailers.
• Follow up on pending endorsements, review their accuracy upon receipt, invoice, and transmit to the retailer; a licensed team member must be included (Cc'd) when sending endorsements to the retailer.
• Manage and maintain follow-up tasks (pending items we are waiting for from retailers and carriers), including following up and escalating unresolved issues to a licensed team member when appropriate.
• Ensure Surplus Line documents are submitted correctly and on time.

Qualifications:

• 0-3 years of insurance experience (strong preference for commercial property & casualty, surplus lines experience)
• 0-1 year of administrative, customer service, sales, or general office experience
• Excellent communication skills – both verbal and written
• Strong organization, follow-up, and interpersonal skills.
• Demonstrate analytical skills to define problems accurately, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
• Take a proactive approach to problem-solving, with strong listening skills and a willingness to support others.
• Intermediate skill level in PC software (Word, Excel, and other software, as required).
• Ability to be flexible in work schedule, as needed.
• Manages time to get the job done.
• Able to effectively interact with and adapt to diverse personalities and communication styles.
• Has or can secure the appropriate insurance license within the proper timeframe as determined by state requirements

CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

If you need assistance or an accommodation due to a disability, you may contact us at [e-mail] or 1+206-783-9200 (ask to speak with an HR representative). The process is outlined in CampusPoint’s ADA Policy.