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  • Administrative Assistant/Sales Support

    National Catholic Society of Foresters
    Job Description
    Administrative Assistant/Sales Support
    Are you looking for a job where you help build the bottom line AND can make an impact in communities?
    We are a community-based life insurance organization looking for an amazing Administrative Assistant/Sales Support person. This remarkable person will help us with backend sales support activities. You will be assisting our sales team and your activities are crucial to our sales success and customer satisfaction.
    If you want to work for a small company where your contributions make a huge impact and you take pride in your daily work to grow the business, then you may be a great fit!
    You will serve as a point of contact for independent insurance agents and customers. Our ideal candidate has insurance industry experience, is goal-oriented and has a deep knowledge and experience with customer service best practices.
    Handle agent and customer inquires
    Review applications submitted by Independent Life Insurance Producers to ensure compliance
    Data entry for life applications into policy administration system
    Prepare quotes and illustrations
    Prepare Salesforce reports
    Review weekly commission payments
    Assist with call initiatives for agent recruiting
    Assist in answer incoming calls or inquires from agents and members. 
    Life insurance sales and operations background
    Professional with strong verbal, interpersonal and customer service skills
    Exceptional organizational and time management skills.
    Working knowledge of Microsoft Office 365
    Salesforce or other CRM experience, Microsoft Office expertise
    Ability to create and maintain reports, Excel spreadsheet analysis a must. 
    English/Spanish Bi-Lingual a plus but not required
    Demonstrated administrative skills including filing and data entry 
    Education and/or Experience:
    2 + year of college, or equivalent
    2+ years of Customer Service Experience in a professional environment
    2+ years of Life Insurance Industry experience required.
    Contact Information
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