The Role
As Sales Support, you will assist the sales department with administrative tasks such as data transposition, application submissions, and proposal development.
Summary Generated by Built In
As Sales Support you provide administrative assistance to Sovereign’s sales and service departments to help in the new business process. Responsibilities will include gathering application information, transposing data into the agency management system, submitting applications, and developing proposal materials.
Responsibilities
Required Skills/Abilities
Education and Experience
Benefits
Responsibilities
- Take application data from producer to make accurate submissions to insurance companies.
- Quote business via online rating when available.
- Follow up on outstanding quotes with underwriters.
- Assist in, if requested, obtaining accurate information from prospects; including completing applications, supplemental questionnaires, surveys, and other related documentation to provide complete, comprehensive submissions.
- Take insurer quotes and transposes figures into pre-packaged presentation materials for sales department.
- Assist and eventually handle the new business transaction once a prospect says “yes”.
- Handle the transition process between sales and service by entering “applications” into “policies” into Agency Management System (AMS360) and helping to coordinate the transition process between sales and service via Sovereign’s client onboarding process. Tasks could include creating binders, ID cards, forwarding pending items or corrections, new business introductory emails, client setup, or any other task required by Sovereign.
- Assist in keeping detailed benchmarking spreadsheets to help create and maintain an accurate database of current rates, if requested.
- Accurately document client files and electronic files as to coverage discussions, quotes, declinations, and coverage changes or declined.
- Facilitate quality control on new business.
- Perform other duties as assigned.
Required Skills/Abilities
- A valid resident Property & Casualty insurance license is required; or the ability to obtain and maintain a valid state insurance license (agency may assist).
- Excellent written and verbal communication skills.
- Goal-orientation and excellent time management skills.
- Self-management aptitude and drive to continuously learn.
- Ability to respond timely thoroughly when interacting with clients, agency, and company personnel.
- Keen sense of detail and highly organized.
- Ability to quickly learn and use new technology and tools.
- Ability to work well in a team environment while maintaining dedication to growth and quality customer service.
- Strong ability to manage complex workflows.
- Proficiency in Microsoft Office products (Word, Excel, Outlook) and ability to learn other agency related IT platforms such as AMS360, ImageRight, and insurance carrier websites.
Education and Experience
- Bachelor’s degree or at least three years of relevant work experience
- At least one year of experience with property & casualty insurance preferred
Benefits
- Salary: $55,000-$70,000 per year
- Health insurance, vision, dental, life insurance, and short-term disability insurance. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
- 401K with employer matching.
- PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
- Hybrid and remote work options available.
- A casual office environment with a dedicated and professional team.
- The opportunity to work in a unique role that is both challenging and fulfilling.
Top Skills
Ams360
Imageright
MS Office
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The Company
What We Do
Since 1959, Sovereign Insurance Group's goal has been creating partnerships by aligning our market knowledge with your objectives to protect your most valuable assets. The result is rethinking your expectations of what is possible.
Our specialists are seasoned professionals devoted to innovative solutions for their clients. Our team constantly seeks to understand issues related to target industries and have the expertise, market knowledge, and drive to deliver high quality results.
