Job Description:

The Sales Assistant provides support to our sales team. They will be responsible for preparing insurance quotes in various systems to be sold by our sales team. This position reports to the Sales   Leader.
 

Job Skills:

A Sales Assistant must have the knowledge to work a variety of different programs.  They must have great organizational skills and a drive to reach their goal.

Essential Duties and Responsibilities: 

Build customer profile in client management system
Enter customer information into various quoting systems 
Meet weekly and monthly quoting goals

Analyze data and determine eligibility through various insurance carriers
Set follow-up's to re-evaluate quotes on 6 and 12 month basis

Mail completed quotes to clients