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

Required:

• 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

 Preferred:

• 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