Sales Assistant

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

We are Seeking a Sales Assistant to join our growing team in Williamsburg, VA.

The Sales Assistant supports our experienced insurance sales team by collecting, analyzing and summarizing valuable information from and for our digital shopper. The role's primary responsibility is assisting with the submission of applications, quote procurement of curated choices from our carrier partners for insurance products and offerings for our licensed advisors to present and close new business

How You Will Contribute

• 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.
• Assists the insurance advisors in the facilitation and procuring of curated insurance quote options for our clients within the scope of the process.
• Summarize information for easy presentation by the Insurance Advisors
• Contributes and assists the underwriting and sales teams in creation or implementation of ideas for improvements or areas of innovation in the process.
• Supports the internal audit process and limit 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.
• Alerts 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

Skills & Experience to Be Successful

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

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.