4501 Singer Court Suite 325
A boutique Insurance Company servicing primarily the senior market. The company has been in business since 1879. The Sales Assistant will be working closely with a Top Producer of the company doing a high volume of business. Individual must be highly driven and focused. Ability to multi-task is extremely important. The role will include, but not limited to corresponding with clients and prospects on a daily basis, scheduling interviews with 3rd party health affiliates, maintaining and updating a professional calendar on a daily basis, tracking medical records, light filing, mailings, interoffice correspondence, other duties as assigned.
The ideal candidate should possess a positive attitude as telephone correspondence is a huge part of the job. The candidate will be interacting with office staff on a daily basis. A normal day in the office will consist of checking emails and responding accordingly, correspondence with clients/prospective clients, follow-up on sales leads, create power point presentations for agent meetings, schedule appointments with 3rd party health affiliates, maintain an organized calendar for the sales professional on a daily basis, create files for new clients, assist in processing brand new sales applications, check status on medical records, provide quality customer service to clients at all times. Maintain a high level of professional decorum.
Background in any sales environment is preferred. The candidate must be familiar with basic computer functionality to include Word, Excel, and Powerpoint programs. A professional appearance and a good telephone voice is necessary. Positive attitude and willingness to learn new things. Candidates actively pursuing a degree in business, marketing, or finance should apply.