What are the responsibilities and job description for the Sales Assistant position at National Real Estate Insurance Group?
The Sales Assistant plays a key role in supporting the Sales Team by providing administrative, organizational, and customer service assistance to ensure smooth day-to-day operations. This role is responsible for coordinating sales activities, preparing documents and reports, managing customer inquiries, and assisting with follow-up tasks to help drive revenue growth and client satisfaction.
Essential Functions:
- Prepare correspondence, documents, reports, and official records for the team.
- Communicate with internal associates, leadership and external clients as needed.
- Contribute to team effort by accomplishing related results as needed.
- Promptly answer calls and respond to emails.
- Assist with and/or manage (when needed) team projects.
- Maintains all quotes documentation with accurate pricing and configurations.
- Maintains all sales demonstrations tools and applications.
- May develop presentations of potential customers.
- Regular and predictable attendance.
- Additional duties as assigned.
Basic Qualifications:
- High School diploma required, bachelor’s degree preferred.
- P&C License or the ability to acquire, strongly encouraged.
- At least one year experience in a P&C agency or environment.
- Demonstrated ability in Microsoft Office Suite.
- Ability to learn new and proprietary computer program/systems is a must.
- Must be able to work with minimal supervision.
- Excellent written and verbal communication skills.
- Ability to work comfortably in a fast-paced environment.
- Flexibility to move from project to project easily.
- Above average skills in email and phone etiquette.
- Customer/Client Focus.
- Personal Effectiveness/Creditability.