The needs of business owners have significantly changed over the past decade, the insurance industry hasn’t$1. .$1
Insurance • Small Businesses • InsureTech • insurtech • Entrepreneurs
August 13
🏢 In-office - Rochester
The needs of business owners have significantly changed over the past decade, the insurance industry hasn’t$1. .$1
Insurance • Small Businesses • InsureTech • insurtech • Entrepreneurs
• Enter and assign all leads sent by email from Partners, Next sales reps or Next website • Update the quote price(s) and status in Salesforce for the insurance sales advisor • Assist sales department by calling or emailing for client information • Perform other functions to support the Sales Department • Assist producers in developing existing accounts along with marketing and coverage analysis in support of the producer • Provide quality submissions to up to 13 carriers – inside and outside of carrier systems • Analyze and evaluate new risks • Ensure accurate file and database set up • Partner with sales staff. Communicate accurate information • Attach documentation and communications in salesforce • Performs quality control on all new sales being issued with carriers to ensure proper classification and documentation • Demonstrate a proactive and systematic approach to information gathering, analysis and problem solving • Communicating carrier risk appetites /carrier information and target classes of business with sales producers & management
• 1+ years of work experience (data entry or administrative experience a plus) • Working knowledge of common computer systems and programs • BA/BS required • High attention to detail
• Partially subsidized medical plan • Fully subsidized vision/dental options • Life insurance • Disability insurance • 401(k) • Flexible paid time off • Parental leave • Equity incentive program
Apply Now