Note: The job is a remote job and is open to candidates in USA. Acuity Insurance is seeking a Sales Assistant – Digital Sales to provide administrative support to the licensed agent sales team throughout the sales process and during post-bind and post-sale activities. The role involves customer communication, data entry, and assisting with the sales outreach process to ensure excellent customer service and support for the sales team.
Responsibilities
- Communicate and work closely with licensed agent sales team to support sales process and provide excellent customer service
- Assist agents and customers with post-bind process to ensure proper steps are completed, documentation is collected and filed, payments are processed, and Certificates of Insurance are issued
- Perform outbound follow up with customers via phone or email to collect, resend, and manage documents
- Support the sales outreach process, contacting unresponsive prospects on behalf of the licensed agents
- Update the Salesforce CRM system as new information is collected
- Schedule and coordinate appointments with clients when needed
- Field and redirect incoming sales calls and inquiries
- Adapt, flex, and be open to a changing environment
- Regular and predictable attendance
- Perform other duties as assigned
Skills
- High school diploma
- Data entry experience in a high-volume sales environment
- Strong written and verbal communication skills
- Strong technical skills – ability to efficiently work with multiple programs and platforms simultaneously
- Reliable, responsible, creative self-starter with a positive attitude
- Strong attention to detail, organization, and efficiency
- Ability to work independently and with a team; capacity to work under pressure
- Basic understanding of Personal and Commercial Lines insurance
Benefits
- A comprehensive benefits package, including a generous 401(k) contribution, medical, dental, vision, life and disability insurance, paid time off, an Employee Assistance Program, and more
- A full description of benefits and eligibility will be provided to candidates during the hiring process
Company Overview
Acuity Insurance is a leading provider of insurance solutions, delivering exceptional coverage and customer service to individuals and businesses in over 30 states. It was founded in 1925, and is headquartered in Sheboygan, Wisconsin, US, with a workforce of 1001-5000 employees. Its website is http://www.acuity.com.