Sales Assistant
Allen Tate Insurance ServicesCharlotte, North Carolina
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Overview
Schedule
Full-time
Career level
Senior-level
Job Description
Insurance Sales Assistant
General Description: The Sales Assistant is an integral link in the business relationship that is created by our agency, our clients, and our companies. For many clients, the Sales Assistant is the focal point of their contacts during the sales process, and frequently clients rely on the Sales Assistant to explain coverage as outlined in the application. The Sales Assistant will be responsible for uploading the insurance policies with the insurance carriers.
Essential Job Functions:
- Sending EPIs to mortgage company, realtor, and attorney in a timely manner
- Prepare and send applications via DocuSign or mail (only if necessary) within 48 hours
- Request alarm certificates, appraisal, photo, proof or prior (if required), and proof of residency when application is sent
- Upload/submit applications for processing within the binding period
- Document entire process in AMS
- Suspense items set to assure applications are received in a timely manner
- Responsible for answering questions regarding the application by clients
- Supply ID cards, FS1 forms, and DL123’s
- Follow up on drivers license numbers when clients are moving in and out of state
- Maintain individual customer files and process routine correspondence between our agency, the client and/or company
- Complete file for compliance and scanning complete file to the system
- Ask for business for lines of business not sold at the point of sale
- X date producers for other lines of business not sold at the point of sale
Additional Responsibilities:
Other duties as assigned
Equipment Used:
Computer, Efax, scanner, copier, printer, phone system, and other office equipment as needed
Qualifications:
- Possess a strong attention to detail
- Able to multi-task
- Must have a high level of problem - solving skills.
- A positive, team - oriented attitude
- Excellent computer skills
- Ability to work independently
- Insurance license and knowledge of industry standards
- Minimum two years experience in current or related position
Howard Hanna Insurance Services is ranked one of the top real estate insurance agencies in the nation. Part of the Allen Tate & Howard Hanna Family of Companies, we're designed to assist customers with every stage of their homeownership journey - from buying/selling, to mortgage, insurance, relocation, title and new construction services. Howard Hanna Insurance is a Trusted Choice® independent insurance agency, representing the nation’s top carriers for all insurance products to provide for and protect our clients. Spanning the Carolinas and Virginia, our insurance professional sales and customer service agents work in teams to design the best plan and pricing for our client's needs and provide the most personal experience possible.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
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FAQs About Sales Assistant Jobs at Allen Tate Insurance Services
What is the work location for this position at Allen Tate Insurance Services?
This job at Allen Tate Insurance Services is located in Charlotte, North Carolina, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Allen Tate Insurance Services?
Employer has not shared pay details for this role.
What employment applies to this position at Allen Tate Insurance Services?
Allen Tate Insurance Services lists this role as a Full-time position.
What experience level is required for this role at Allen Tate Insurance Services?
Allen Tate Insurance Services is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at Allen Tate Insurance Services?
You can apply for this role at Allen Tate Insurance Services either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.