Job Description

Founded in 1980 and named one of the "Best Places to Work in Insurance" for the fifth year in a row, our client is an independent wholesale brokerage looking for an organized and detail-oriented Sales Assistant to join their team! This role is a fantastic opportunity to join a 100% employee-owned firm that believes in flexible work arrangements, competitive pay, teamwork, and supporting their employee's learning and growth. If you have strong communication skills, administrative experience, and an interest in insurance – apply today!

Compensation: $50-$60K/yr DOE

Availability: Monday - Friday, 37.5 hours/week (regular business hours).

The Insurance Agent Trainee will assist the Associate Broker (AB), Broker, or Practice Group Leader in meeting the department's day-to-day technical and clerical needs. They will help service new and renewal business—service active and expired policy files by establishing company values, goals, and procedures.

Duties and Responsibilities:

• Meet quality measurement goals by delivering high-quality service to assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures regarding timeliness, the accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation.
• Assist the Associate Broker with the submission process, as assigned.
• Prepare Quotes and Confirmation of Coverage (Binders) as directed.
• Policy Checking (Review policies to be sure that they are issued by what was bound with the carrier)
• Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent)
• Manage and maintain suspense (Pending Items we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary.
• Ensure Surplus Line documents are submitted correctly and on time.
• Learn and increase system skills to improve efficiency.
• Attend educational seminars as required.
• Produce and mail renewal letters with applications to customers when applicable.
• Review the customer's renewal and new business information and, as directed, request supplemental or explanatory information if required.
• Process certificates of insurance when applicable

Qualifications:

• 0-3 years of insurance experience (strong preference for commercial property & casualty, surplus lines experience)
• 0-1 year of administrative, customer service, sales, or general office experience
• Excellent communication skills – both verbal and written
• Advanced PC/MS Office skills (Word, Excel, and other software, as required)
• Effective time management and follow-through
• Organized and detail-oriented
• Exhibit good listening skills and a willingness to help and support others.
• Able to work independently with minimal supervision
• Ability to be flexible in work schedule as needed
• Willing and able to take insurance classes and attain designations relating to work to grow in position continually

CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

If you need assistance or an accommodation due to a disability, you may contact us at hr@campuspoint.com or 1+206-783-9200 (ask to speak with an HR representative). The process is outlined in CampusPoint’s ADA Policy .

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