Sales Assistant

Support sales teams with processing insurance applications and policies, handling lender calls for policy request and basic customer calls in a high volume fast paced call center. POSITION SUMMARY: Support sales teams with processing insurance applications and policies, handling lender calls for policy requests and basic customer calls in a high volume fast paced call center. PRIMARY RESPONSIBILITIES: Answer inbound call from lenders ordering quotes and policies Provide support to the sales team by answering inbound customer calls as needed, responding to basic policy inquiries, and forwarding to appropriate sales staff as needed Gather and accurately process customer and loan information related to policy issuance, endorsements, and cancellations within departmental timeframe standards Maintain familiarity with all aspects of our quality standards Provide suggestions for improvements to processes and systems Conduct outbound phone calls to prospective customers to transfer to agent Cultivate strong working relationships with agents, lenders, and settlement service providers Organize and prioritize workload to meet team and company objectives EDUCATION AND EXPERIENCE REQUIREMENTS: Certification(s): None required; None preferred License(s): None required; None preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Experience in call centers, sales, customer service, or data entry Follow established guidelines to focus on details and complete tasks attentively and thoroughly Demonstrated interest in enhancing knowledge; seeks opportunities to learn and grow Complete tasks attentively and thoroughly with attention to detail Utilize established procedures to guide decision-making Organization and time management Team oriented Flexible with changing priorities Ability to listen to and consider the views and opinions of others Encourage open communication, cooperation, and knowledge sharing Oral and written communication skills Problem solving Working independently Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: None SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-LS1 #LI-Onsite PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY: Answer inbound call from lenders ordering quotes and policies Provide support to the sales team by answering inbound customer calls as needed, responding to basic policy inquiries, and forwarding to appropriate sales staff as needed Gather and accurately process customer and loan information related to policy issuance, endorsements, and cancellations within departmental timeframe standards Maintain familiarity with all aspects of our quality standards Provide suggestions for improvements to processes and systems Conduct outbound phone calls to prospective customers to transfer to agent Cultivate strong working relationships with agents, lenders, and settlement service providers Organize and prioritize workload to meet team and company objectives MANAGEMENT AND SUPERVISORY SCOPE: Insert FINANCIAL AND BUDGET ACCOUNTABILITY: Yes/No Click here for some insight into our culture! BRP is an award-winning entrepreneur led and inspired insurance distribution holding company delivering solutions that give our clients the peace of mind to pursue their purpose, passion and dreams. Our family of firms’ best-in-class resources and diverse portfolio of services are innovating the industry by taking a holistic and tailored approach to insurance, risk management and employee benefits.