Sales Assistant

Insurance client in Walnut Creek is in need of a sales assistant to cover a maternity leave for 6-7 months. In this position you will assist as a liason between clients and carriers.

Duties include:

• Respond to customer inquiries by understanding inquiry; reviewing previous inquiries and responses; gathering and researching information; assembling and forwarding information; verifying customer's understanding of information and answer.
• Record customer inquiries by documenting inquiry and response in customers' accounts.
• Provide client services including, but not limited to, policy changes, conversions, address changes, loan/withdrawal requests, process premium payments, premium resolution, process mail, etc.
• Prepare premium reminders and manage client reminder calendar
• Prepare monthly and quarterly client policy cash value and sub account reports
• Perform and complete newly issued policy audits
• Prepare work to be processed by gathering, sorting, organizing, and recording data, information, and documents.
• Maintain quality service by monitoring standards and managing client expectations, advising supervisor of potential problems.
• Maintain client service database and electronic folders
• Help with client reviews
• Account management duties and policy performance reviews and restructure as assigned
• Perform other duties as assigned.
• Experience in assisting customers is essential
• Proficiency in creating reports is required
• Excellent customer service skills and communication skills are mandatory
• Must be able to work in a fast-paced environment
• Problem-solving and decision-making skills
• Must be detail-oriented and organized
• Must be able to handle confidential information responsibly
• Must be able to handle multiple tasks simultaneously
• Flexibility to work in shifts is appreciated.

Excellent in MS Office, including MS Excel