As an Insurance Sales Assistant, you’ll help clients explore insurance options and keep sales activity moving smoothly from first conversation through follow-up. You’ll support insurance sales across life, property and casualty coverage, while building trusted client relationships through clear, responsive service. This role combines customer-facing sales with organized administrative support.
Duties
- Respond to client questions, explain available coverage, and coordinate follow-up on insurance needs.
- Support outside sales, retail sales, and telemarketing efforts; schedule appointments and assist with client communication.
- Prepare and maintain sales records, proposals, and policy documentation using a customer relationship management (CRM) system and Microsoft Office.
- Assist with sales administration, and analysis of client information to help identify suitable options.
- Apply relevant insurance regulations and product knowledge when supporting life, property and casualty,insurance discussions.
Your impact: By pairing attentive customer service with accurate sales support, you help clients understand their options and help the sales team serve them effectively.
Requirements
- Strong communication, negotiation, and customer relationship-building skills, with a service-focused approach.
- Sales experience is useful, including insurance sales, outside sales, retail sales, or telemarketing; related experience is preferred, not required.
- Licensed in life insurance, property and casualty insurance, is an advantage and if not we will assist you in acquiring these licenses.
- Organized, analytical, and attentive to detail.
