Personal Lines Inbound Sales Associate

📋 Description

• Address inbound inquiries from dealership partners through phone and email communications.

• Assist in generating quotes for new business, managing endorsements, and performing basic policy servicing tasks.

• Gather and verify customer and risk details to ensure accuracy and completeness.

• Input and update information within agency management systems.

• Adhere to established procedures for handling quotes, documentation, and workflow routing.

• Redirect complex or licensed activities to the relevant team members.

• Follow up on outstanding requests and incomplete submissions diligently.

• Maintain clear and professional communication with both internal staff and external partners.

• Assist in the onboarding process for new dealership partners when necessary.

• Provide general administrative and operational support to the Dealer Services team.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Excellent verbal and written communication abilities.

• Basic computer skills, including proficiency in Microsoft Office applications.

• Capability to manage multiple tasks in a dynamic and fast-paced setting.

• Strong attention to detail with the ability to adhere to structured processes.

• Willingness to obtain a Property & Casualty insurance license within a specified timeframe.

• Previous experience in customer service or administrative roles (Preferred).

• Familiarity with insurance, dealership operations, or sales environments (Preferred).

• A keen interest in pursuing a career in the insurance industry (Preferred).

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.

• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts, and more.