Sales Assistant - Digital Sales

• Communicate and work closely with licensed agent sales team to support sales process and provide excellent customer service.
• Assist agents and customers with post-bind process to ensure proper steps are completed, documentation is collected and filed, payments are processed, and
• Certificates of Insurance are issued.
• Perform outbound follow up with customers via phone or email to collect, resend, and manage documents.
• Support the sales outreach process, contacting unresponsive prospects on behalf of the licensed agents.
• Update the Salesforce CRM system as new information is collected.
• Schedule and coordinate appointments with clients when needed.
• Field and redirect incoming sales calls and inquiries.
• Adapt, flex, and be open to a changing environment.
• Regular and predictable attendance.
• Perform other duties as assigned.

EDUCATION:

High school diploma. Post Secondary education helpful.

EXPERIENCE: 

Data entry experience in a high-volume sales environment. Basic understanding of Personal and Commercial Lines insurance preferred.

OTHER QUALIFICATIONS:

• Strong written and verbal communication skills.
• Strong technical skills – ability to efficiently work with multiple programs and platforms simultaneously.
• Reliable, responsible, creative self-starter with a positive attitude.
• Strong attention to detail, organization, and efficiency.
• Ability to work independently and with a team; capacity to work under pressure.

*Acuity does not sponsor applicants for U.S. work authorization.*

This job is classified as nonexempt.

The salary range for this position is $26-32 an hour. This salary range is an estimate, and the actual salary will vary based on applicant’s education, experience, knowledge, skills, and abilities.

For this role, Acuity offers a comprehensive benefits package, including a generous 401(k) contribution, medical, dental, vision, life and disability insurance, paid time off, an Employee Assistance Program, and more. A full description of benefits and eligibility will be provided to candidates during the hiring process.

We are an Equal Employment Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Acuity will include at least one in-person interview during the hiring process for all positions.

If you have a disability and require reasonable accommodations to apply or during the interview process, including for in-person interviews, please contact our Talent Acquisition team at [email protected]. Acuity is dedicated to offering reasonable accommodations during our recruitment process for qualified individuals.