What are the responsibilities and job description for the Sales Assistant position at Allen Tate Insurance Services, LLC?
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