Sales Assistant

We are seeking a proactive and detail-oriented P&C Insurance Sales Assistant to support our dynamic team. The ideal candidate will assist with sales-related administrative tasks, ensure accurate quote documentation, and maintain positive client and team relationships. This position plays a key role in ensuring smooth day-to-day operations and enhancing overall client experience in a fast-paced insurance environment.

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  Prepare correspondence, documents, reports, and official records for the team.

  
  
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  Communicate professionally with internal associates, leadership, and external clients.

  
  
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  Contribute to team objectives by accomplishing related results as needed.

  
  
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  Promptly answer inbound calls and respond to emails with a high level of customer service.

  
  
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  Assist with or independently manage team projects as required.

  
  
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  Maintain quote documentation with accurate pricing and configurations.

  
  
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  Keep all sales demonstration tools and applications current and organized.

  
  
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  Support in developing presentations for potential customers.

  
  
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  Maintain regular and predictable attendance.

  
  
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  Perform additional duties as assigned by management.

  
  

Required:

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  High School Diploma or equivalent.

  
  
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  Minimum of 1 year of experience in a P&C insurance agency or related environment.

  
  
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  Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

  
  
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  Strong written and verbal communication skills.

  
  
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  Ability to work independently with minimal supervision.

  
  
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  Demonstrated ability to multitask and thrive in a fast-paced environment.

  
  
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  Above-average phone and email etiquette.

  
  

Preferred:

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  Bachelor's degree in Business, Insurance, or related field.

  
  
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  Active Property & Casualty Insurance License (or willingness and ability to obtain one).

  
  
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  Experience working with CRM and quoting systems.

  
  
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  Strong organizational and project management skills.

  
  

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  Customer/Client Focus

  
  
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  Personal Effectiveness and Credibility

  
  
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  Flexibility and Adaptability

  
  
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  Team Collaboration

  
  
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  Attention to Detail

  
  
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  Initiative and Follow-Through

  
  

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

Hunter Hamilton is a high-performance professional search firm specializing connecting finance, HR, operations, and legal talent with leading employers.

Hunter Hamilton is an equal opportunity employer. All applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Hunter Hamilton offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Hunter Hamilton is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.