Sales Associate, Business Insurance Lines
Core
Support the New Business Sales team by assisting producers with application processing, information gathering, payment collection, and CRM record maintenance.
Role type
Sales Associate (Business Insurance Lines)
Builds
Insurance applications and client service workflows
Domain
Insurance / Business Insurance
Deliverable
product features
Required skills
Application processing, CRM management, Payment collection, Multi-tasking, Phone system management, Endorsement handling
Preferred skills
Insurance industry experience, Property & Casualty licensing
Technologies
CRM systems, Phone systems
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