Sales Assistant, Commercial Lines

Overview

Heffernan Insurance Brokers is looking for a Sales Assistant to join its Portland, OR Commercial Lines team. This primary function of this position is to assist Producers with the development and implementation of new business research, marketing, and other approaches to increase sales productivity. This position will work out of the Portland, OR office.

• Coordinate and maintain appointment calendar.
• Coordinate meetings and events with external and internal personnel.
• Maintain confidentiality of all duties assigned by Producer.
• Submit monthly expense reports for Producers, or as necessary.
• Maximize the use of Sales and other software platforms as necessary.
• Prepare claims analysis reports.
• Gather underwriting information and assist with carrier submissions.
• Assist in completing new business applications and accords.
• New business marketing to include:
  • Develop, cross reference, and research prospect lists
  • Emphasis on x-dates, carrier, broker, number of employees, number of locations, decision makers, and more necessary information
• Upload prospects, and help manage Sales data base
• Outreach management and email campaigns
• Help manage mailers, in-person, and other marketing campaigns
• Help plan routes for drop-offs
• Other duties and special projects as assigned.

• Education - High School graduate/GED required.
• Must have experience working in a team environment.
• Minimum of 1-2 years working in an office environment. Insurance experience preferred.
• Strong verbal and written communication skills required.
• Working knowledge of MS Office (Excel, Word, PowerPoint, Outlook)
• Must be organized and able to manage time, and multiple projects effectively.
• Must embody the Heffernan Habits as illustrated herein.

The salary range for this position is $50,000 to $60,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at

These are practices that represent our unique culture.

• Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good - This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun - Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
• Answer The Phone (And Email) - Be available and responsive to clients and colleagues.
• Be Humble And Own It - We all make mistakes - what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
• Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.

• Work environment may be indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• Entry level

• Full-time

• Administrative, Customer Service, and General Business

• Insurance

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