Sales Assistant - Commercial Insurance

Sales Assistant - Commercial Insurance

28 Aug 2025
California, San diego, 92101 San diego USA

Sales Assistant - Commercial Insurance

An independent commercial insurance agency is currently looking for an exceptional sales assistant for our sales team.

Job Description:

We are looking for an energetic individual to join us. If you are a motivated to seize an opportunity in a rewarding career with good income and growth potential, please do not hesitate to reach us.

Responsibilities will include but not limited to:

Issue a Certificate of Insurance including the most pertinent aspects, such as:

- Policyholder's Name

- Policy Effective Date

- Type of Coverage

- Policy Limits

Review applications and other policy-related documents for accuracy

Obtaining proper information and documentation from new and existing clients

Follow up with clients for any outstanding information in a timely manner

Answer phones and handle customer service inquiries from clients and our vendors

Review, prepare and/or send reports and forms as needed

Other clients duties as assigned

Qualifications:

Working in a high pace environment

Capable of multi-tasking multiple projects simultaneously

Helpful, positive attitude with both internal and external customers in a professional manner

Team player with a strong work ethics

Knowledge of Excel and Word is a plus

Bilingual - Spanish/English - a plus, but not required

Schedule:

8 hour shift

Day shift

Monday to Friday - IN-PERSON

Eligibility:

Must be legally permitted to work in the United States

Please submit your resume and we will get back to you as soon as possible.

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