[Remote] Sales Assistant - Digital Sales
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
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