Sales Assistant

Job Description

Job Description

Position Overview

We are seeking an experienced Sales Assistant to support our producers (sales agents) by managing administrative tasks, assisting with client communications, and helping move prospects through the sales pipeline. This role requires prior experience in a sales support, administrative, or insurance-related position. Candidates without relevant professional experience will not be considered.

Key Responsibilities

• Support sales producers with day-to-day administrative tasks
• Prepare proposals, quotes, and presentations for clients
• Follow up with prospects and clients via phone and email
• Maintain and update CRM systems with accurate client data
• Assist in gathering underwriting information and documentation
• Coordinate meetings, appointments, and client communications
• Track sales activity, renewals, and pipeline progress
• Work closely with account managers and insurance carriers to ensure smooth processing and service delivery

Required Qualifications

• Minimum of 2 years of prior experience in sales support, customer service, administrative support, insurance, or a related professional environment (required)
• Experience working in a commercial insurance agency, brokerage, or financial services environment is strongly preferred
• Strong organizational skills and exceptional attention to detail
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office (Word, Excel, Outlook) and CRM systems
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Professional demeanor with strong problem-solving skills and initiative

Preferred Qualifications

• Commercial insurance experience
• Familiarity with insurance terminology, underwriting processes, and carrier interactions
• Experience supporting sales teams and managing client relationships