The Sales Assistant supports our experienced insurance sales team by collecting, analyzing, and summarizing valuable information from and for our digital shoppers. The role's primary responsibility is assisting with the submission of applications and quote procurement of curated choices from our carrier partners for insurance products and offerings for our licensed advisors to present and close new business. We also serve new customers as needed by delivering an amazing user experience that meets or exceeds our client's insurance needs and expectations. Responsible for maintaining a positive work environment and embodying the Cover Hound culture.

The position will have the opportunity for production bonuses, and the ideal candidate would see themselves transitioning into a full-time sales role after successfully contributing to the organizational goals in this role.

Essential Duties and Functions: include the following. Other duties may be assigned.

• • Strong team player and ability to work independently to achieve individual, team, and company-based goals or objectives.
  • Is assertive, motivated, and eager to present accurate quotes that align with customers’ needs, contract requirements, and risk profiles.
  • Within the scope of the process, it assists the insurance advisors in facilitating and procuring curated insurance quote options for our clients.
  • Summarize information for easy presentation by the Insurance Advisors
  • Contributes and assists the underwriting and sales teams in creating or implementing ideas for improvements or areas of innovation in the process.
  • Supports the internal audit process and limits E&O risks by reviewing various insurance applications for accuracy and completeness.
  • Maintains current knowledge of our guidelines, procedures, and compliance through provided training, materials, and educational resources.
  • Provides sales overflow phone support.
  • Alert members of leadership of system or carrier issues.
  • Provide excellent customer service to ensure high NPS scores
  • Able to build and maintain relationships through friendly and prompt communication with clients and business partners.
  • Attend all product knowledge and carrier training as assigned.
  • Regular attendance and punctuality

Competencies:

• • Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas,and exhibits a willingness to try new things. Creates an environment where teammates feel connected and energized.
  • Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently. Makes good and timely decisions that propel our company forward
  • Written and Oral communication: Communicate a concise message that resonates every time. The individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
  • Problem-solvingWe create innovative ways for our customers and our company to succeed. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, and maintains confidentiality.
  • Quality control—the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
  • Adaptability—The individual adapts to changes in the work environment, manages competing demands, and is able to deal with frequent changes, delays, or unexpected events.
  • Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Experience with insurance products, specifically commercial insurance products, is a plus but not required.

Required:

• • Proficient with MS Office
  • Exceptional telephone and email etiquette
  • Ability to maintain a high level of confidentiality
  • Being open to growth through coaching and support

Preferred:

• • Open to becoming a licensed insurance advisor
  • Prior insurance experience
  • Prior call center experience

What We Offer:

• • Growth Opportunities: We invest in your future with excellent prospects for advancement and professional development.
  • Comprehensive Benefits: Generous health, dental, vision, and 401(k) plans, along with mental health resources and pet insurance.
  • Employee Stock Purchase Plan: Build your wealth with our stock purchase options.
  • Tuition & College Loan Payoff Assistance

Pay Range: $20/hr