Sales Assistant, Commercial Lines

Objective:

Heffernan Insurance Brokers is seeking a Sales Assistant to join its Commercial Lines team. The primary responsibility of this role is to support Producers in developing and implementing new business research, marketing, and other strategies to increase sales productivity. Heffernan offers a career path with ample opportunities for upward mobility.

Responsibilities Include:

• 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 the Sales database
  • 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.

Requirements:

• Education – High School graduate/GED required.
• Must have experience working in a team environment.
• Minimum of 2 years working in an office environment.
• 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.
• Professional demeanor and behavior required.
• Must embody the Heffernan Habits as illustrated herein.

Compensation: 

The base salary range for this position is $65,000.00 to 70,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details are available at https://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):

These are practices that represent our unique culture.

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. 
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

 

Working Conditions:

• Work environment is 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.
• Ability to travel as necessary.  

Equal Opportunity Employer
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.