Are you an organized, detail-oriented professional who enjoys supporting a busy sales team and delivering exceptional customer service? We’re partnering with a well-established independent insurance brokerage seeking a Sales Support / Administrative Assistant to join their growing team.
This is an excellent opportunity for someone who thrives in a fast-paced, team-oriented environment and is looking for long-term career growth within a respected organization. If you enjoy wearing multiple hats, staying organized, and helping a team succeed, we’d love to hear from you.
What You’ll Do
As a key member of the team, you’ll provide administrative and sales support while helping to ensure seamless experience for clients and producers.
Key Responsibilities:
- Prepare sales proposals, quotes, presentations, and spreadsheets
- Maintain and update client and contact databases
- Process insurance applications and follow up on outstanding items
- Schedule appointments with clients and prospective customers
- Respond to client service requests promptly and professionally
- Assist with marketing initiatives and campaigns
- Answer incoming phone calls and direct inquiries appropriately
- Track insurance licensing renewals and continuing education requirements
- Monitor and reconcile commission activity
- Prepare monthly sales activity and commission reports
- Maintain office supplies and current marketing materials
- Provide additional administrative support as needed
What We’re Looking For
- 3-5 years of insurance agency or insurance company experience preferred
- Professional demeanor with a positive, “can-do” attitude
- Outstanding customer service and communication skills
- Strong organizational skills with exceptional attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Self-motivated and able to work independently with minimal supervision
- Comfortable working in a collaborative, small-office team environment
- Strong written, verbal, and basic math skills
- Proficiency in Microsoft Word, Excel, Outlook, databases, and general computer applications
Why Consider This Opportunity?
- Join a well-established and respected independent insurance brokerage
- Collaborative, supportive, and team-focused culture
- Diverse responsibilities that keep every day interesting
- Opportunity for professional growth and advancement
- Work with a company that values exceptional client service and employee development
