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Available Positions
Sales Assistant
Department: Sales
Function: 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.
Qualifications: - 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
Send your resume to: jobs@shelterpoint.com |
Phone: 516-82908100 https://www.shelterpoint.com