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Sales Assistant

Bay Area/Clear Lake

Role and Responsibilities

  • Enter data in management system (EPIC) as needed.  Ensure all necessary documentation is on each file as required by auditing. 
  • Document client needs via activities.  Answer calls and manage client needs.  Communicate and organize daily tasks and schedules for sales agent as needed.
  • Run Quotes for clients with listed coverage as sales agents requested. 
  • Take payments for clients
  • Communicate with Mortgage companies regarding client coverage, proof of insurance and payments.
  • Send proof of coverage to clients and lenders as needed
  • Assist in planning of office events like happy hours, lunch and learns and seasonal parties. 

Qualifications and Education Requirements


  • Administrative Experience
  • High School Degree or GED Equivalent
  • Proficient in Microsoft Outlook, Word and Excel
  • Clear Back ground check
  • Type at 40 WPM or More


  • College Degree
  • Prior experience in sales or 2-3 years in admin experience
  • Residence close to office location
  • Computer Savvy – Can easily navigate new programs, website and databases

Location - Bay Area/Clear Lake

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