Personal Lines Sales Assistant

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MountainOne
93 Main Street
NORTH ADAMS, MA 01247

Phone:(413)663-2100
Website: mountainone.com

Company Description:
MountainOne is a mutual holding company headquartered in North Adams, Massachusetts. Banking, Insurance, and Investment products are offered at full service offices in the Berkshires (Pittsfield, North Adams, Williamstown) and on Boston's South Shore (Quincy, Rockland, Scituate). MountainOne is dedicated to the local communities we serve, with a mission of delivering solutions of real value that help individuals, businesses, and community institutions manage their financial lives with clarity and confidence.

MountainOne Bank, founded in 1848, provides a complete array of personal and business banking and electronic services.

MountainOne Insurance provides personal and business insurance, bonding services and group benefits solutions.

MountainOne Investments provides individual investment services and group financial benefit plans (financial professionals offering securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor)

Personal Lines Sales Assistant
To Commensurate With Experience
Williamstown
Full Time
Insurance
High School or Equivalent
Preferred
Obtain and/or maintain MA Property & Casualty Insurance Broker’s License and any other license as required by residence state. - Preference: Preferred

This position is responsible for providing a wide range of administrative support duties for the Personal Lines Sales Team.

Below is a description of the ordinary duties of the position.  This description is intended as a guideline and may not be all-inclusive.  There may/will be additional duties and responsibilities both related and unrelated to the department, which will require attention and therefore be required.

Employee access to a customer’s nonpublic personal information shall be limited to the extent necessary in order to accomplish the duties outlined below or as may be assigned.

Key Accountabilities and Responsibilities:

  • Input data on new prospects (or suspects) to be quoted into the MOI system;
  • Research information required to quote such as driving records, mileage, property cards, etc.;
  • Obtain property cards and photos from the appropriate internet sites;
  • If necessary, go out and take photo of property for our files;
  • Enter line of business data into the appropriate rating programs;
  • Attach quotes in the clients file;
  • Track all quotes in the pipeline, as well as due dates, etc.; 
  • Provide Sales Executive with all documentation required for client signature once product sold;
  • Create binders for insureds, banks, attorneys, etc. as needed;
  • Once Sales Executive obtains all signed documents and deposit payments, upload new business to carrier to have policies issued;
  • Enter all necessary activities and suspense to follow up on issuance of new policies per agency workflows and procedures;
  • Review Sales Executive suspense to keep current and assist Sales Executive with following up as needed; 
  • At the direction of the Sales Executive update AMS files for prospects which decline to purchase from us – either close file or pend for following year;
  • Continuing education to stay current of industry, agency, and computer updates;
  • Maintains compliance of all related company policies, confidentiality, standardized procedures and regulations;
  • Other duties as assigned.

Secondary Responsibilities:

 

  • Take incoming calls and gather data from prospective clients;
  • Learn about and utilize support programs such as Microsoft Office, specifically, Word and Excel, etc. for sales support;
  • As needed - provide proposals to Sales Executive;
  • Provide backup to Account Managers for Williamstown office for lunch and vacation support.
  • High school diploma;
  • Obtain and/or maintain MA Property & Causality Insurance Broker’s License and any other license as required by residence state;
  • Solid understanding of insurance work methods and procedures;
  • High ethical standards;
  • Ability to work independently and in a team environment;
  • Strong interpersonal/sales skills;
  • Strong written and verbal communication skills;
  • Ability to effectively present information to clients, company representatives, and agency personnel, both verbal and written;
  • 100% availability to travel outside of 25-mile radius;
  • Ability to sit, drive and perform telephone functions and computer input.