More jobs:
Insurance Sales Assistant - College Grads
Job in
Hialeah, Miami-Dade County, Florida, 33002, USA
Listing for:
RemX
Full Time
position
Listed on 2026-11-10
Job specializations:
-
Administrative/Clerical
Sales Administrator, Data Entry, Business Administration
Job Description & How to Apply Below
Job Description
Are you interested in joining a Fortune 500 company where you can strive in a growing industry? We are hiring for a Sales Assistant to join a busy insurance office in Orlando, FL near zip 32810! This position will require working on-site 5 days a week.
Monday to Friday 8:00a-5:00pm
$55,000 to $58,000 depending on experience
Essential Job Functions:- Manage and track all quote activity from request through completion.
- Coordinate with brokers, sales representatives, underwriting, and internal teams to ensure accurate and timely quote delivery.
- Monitor quote pipeline, provide status updates, and maintain strong broker and partner relationships.
- Serve as the primary point of contact for quote-related inquiries and support.
- Create, maintain, and analyze reports to monitor quote volume, sales activity, renewal opportunities, and business performance.
- Utilize advanced Microsoft Excel functions including VLOOKUP, XLOOKUP, INDEX/MATCH, Pivot Tables, Pivot Charts, Power Query, Conditional Formatting, IF statements, SUMIFS, COUNTIFS, data validation, and advanced formulas
. - Perform data reconciliation, trend analysis, forecasting, and quality audits to ensure reporting accuracy.
- Develop and maintain spreadsheets, dashboards, and performance metrics for leadership and sales teams.
- Review incoming proposal requests from brokers, consultants, and agents for completeness and accuracy.
- Gather required information, collaborate with underwriting and sales teams to obtain rates, and prepare professional proposal packages.
- Follow up on missing information and ensure deadlines are met.
- Provide administrative support to the sales team, including document preparation, file management, meeting coordination, and scheduling.
- Maintain accurate records, databases, and tracking systems.
- Process service requests, policy changes, and other administrative transactions while ensuring compliance and accuracy.
- Assist with the onboarding and implementation process for sold cases.
- Coordinate required documentation, verify accuracy, and support implementation teams as needed.
- Ensure all enrollment and case installation information is complete and submitted on time.
- Strong mathematical aptitude and analytical problem-solving abilities.
- Proficiency in Microsoft Excel, including VLOOKUP, XLOOKUP, INDEX/MATCH, Pivot Tables, Power Query, data analysis, dashboard creation, formula auditing, trend reporting, and large data set management
. - Excellent attention to detail and accuracy in reporting and data management.
- Strong organizational, communication, and time-management skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction