ShelterPoint Life Insurance – Formerly First Rehab Life 1972 Located at
1225 Franklin Avenue, Ste. 475, Garden City, NY.
Phone: 516-82908100

April 23, 2018

New Online Claim Portal

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January 26, 2018

ShelterPoint Life Receives "Insurance Team of the Year" Award

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August 15, 2017

ShelterPoint Life Releases ABC's of PFL

Read More..

Read All

Available Positions

Sales Assistant


To ensure productivity in the Sales Department needed to produce profitable book of business.

Performance Expectations:
  • Fulfill broker service requests;
  • Maintain Sales Reps’ daily calendars and to do list;
  • Maintain continuous contact with Sales Reps throughout the work day;
  • Schedule and confirm appointments for Sales Reps and maintains their planners;
  • Call prospective brokers and agents; introducing them to ShelterPoint Life and product line;
  • Coordinate quotes;
  • Assist in executing on-line quotes;
  • Route broker calls to appropriate department if unable to assist broker;
  • Customize applications and brochures for specific agencies;
  • Make producer kits for brokers and Sales Reps;
  • Maintains SalesForce broker database for current producer license, web site registration, producer agreements.  Investigates database inconsistencies with Event/Database Administrative Assistant and notifies the sales rep;
  • Generate reports for VP – Sales and Sales Reps on a periodic basis;Generate Sales Visit Report;Distribute Production Report;
  • Type miscellaneous correspondence; i.e. thanks you letters for Sales Rep visits;
  • Coordinate mail for Sales Department;
  • Coordinate data processing requests through VP – Sales;
  • Review customer/prospect web pages for opportunities;
  • Provide website instruction to brokers:
  • Call brokers on rate and benefit changes;
  • Call on producers to upgrade new under 50 life cases to enhanced benefit levels;
  • Assist with front desk responsibilities such as answering switchboard, handling overnight incoming and outgoing mail.
  • Minimum 2 year college degree
  • Experience in insurance a plus
  • Excellent Excel and Word skills
  • Able to meet deadlines
  • Able to prioritize tasks

Reports Directly To:   Sales Support Manager

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