Administrative Sales Assistant

Established independent broker insurance agency in Dallas, TX 75225 needs to hire an Administrative Sales Assistant to support the Property/Casualty Sales Producer in managing client accounts.

Qualified Candidates with personal & commercial insurance experience or within the property & casualty industry are ideal applicants.

Candidates with recent work experience focusing on servicing multiple business accounts simultaneously in a fast-paced sales environment are encouraged to apply.

Job Location:

Office on Northwest Hwy. located between I-75 & Dallas N. Tollway

Salary: $34,000-$45,000 (negotiable with industry experience)

Job Site:
In-Office

Start Date:

Immediately

Job Type: Full-time (40 hrs.)

Industry: Insurance, Administrative Sales

The Sales Assistant will maintain customer/client relationships, responding to customer inquiries via phone & email. Will provide administrative support processing or responding to customer inquiries regarding their policy/or coverage. For example, policy changes, endorsement processing, troubleshooting claim issues, preparing proposals, contacting clients, and issuing Certificates of Insurance (COI) and .

Additional responsibilities include maintaining current and accurate client records and customer communications in the agency management System (Agency Bloc).

• Servicing needs include processing change requests, audits, client inquiries, billing transactions, endorsements, cancellations and reinstatements, and contract reviews.
• Prepares quotes, invoices, transmittals, , Certificates of insurance, binding coverage, and cancelations forms as required.
• Complete applications with clients in coordination with Producer
• Submit applications to eligible and appropriate carriers.
• Provide needed information to clients and carriers promptly.
• Assist in answering the office phone.

• Excellent verbal & written communication skills- proactive interaction with customers and clients with speed and professionalism.
• Multi-tasking: Able to switch from one task to another when an incoming telephone or email disruption and changes priorities.
• Computer skills: Proficient with Microsoft Office, especially Outlook, Excel, PDF Editor
• Organization: able to prioritize workflow based on urgency to ensure efficient, timely, and accurate operations processing.
• Detail-oriented: accurately managing multiple clients, tasks, and requests.

• 2+ years of account management (or)
• 2+ years of insurance customer service (or)2+ sales administrative assistant

• High school diploma or equivalent (GED) is required. A college degree is preferred, not necessary.

• Comfortable working in a fast-paced, deadline-driven office environment
• Strong verbal communication, organizational, and time management skills
• Excel & PDF editor skills

• Medical Insurance
• Dental & Vision Insurance
• Life & Disability insurance
• 401(K)
  * Employer Match