Sales Assistant A & H 7/30/2021 in Tijuana at Integon Service Co.

Date Posted: 7/5/2021

Job Snapshot

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    Not Specified
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Job Description

Primary Purpose:
Provides administrative support to District Office Sales Representatives.

Essential Duties and Responsibilities:

Following is a summary of the essential functions of this job. Other duties may be performed, both major and
minor, which are not mentioned below. Specific activities may change from time to time.

Review all applications for completeness, including confirming all required information is submitted,

checking census information is consistent, verifying submitting agent is approved to do business
Send completed applications to Underwriting and provide follow up to expedite the processing
Review response from Underwriting and review required information with Underwriter and/or Sales

May make calls to agents to request additional information and follow up on outstanding request
Provide general clerical support for the office
Answer the phone and provide assistance to agents and insured
Prepare weekly and monthly reports
Prepare group insurance rate and benefits quotes
Coordinate any issued business with a third party administrator


Job Requirements

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or general education degree (GED), or international equivalent
1+ years of previous administrative or sales support experience
Must possess effective verbal and written communication skills
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Desired Skills:
1+ year of experience working with Microsoft Access
Ability to make decisions quickly and effectively
Strong attention to detail, and ability to work under pressure
Effective organization and time management skills with the ability to work under pressure and
adhere to project deadlines.
Ability to keep confidential information safe.


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