Personal Lines Sales Assistant


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93 Main Street
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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
Full Time
High School or Equivalent
Obtain and/or maintain MA Property & Casualty Insurance Broker's License - Preference: Required

**The Personal Lines Sales Assistant position has a flexible location option.  This position can be based in Pittsfield, Stockbridge or North Adams.**

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 a guideline and may not be all-inclusive. There may be additional duties and responsibilities which may be required.

Primary Responsibilities:

  • Input data on new prospects to be quoted.
  • Research information required to quote such as driving records, mileage, etc.
  • Obtain property cards and photos from the appropriate internet sites.
  • If necessary, go out and take photos of properties for our files.
  • Enter line of business data into the appropriate rating programs.
  • Attach quotes to the client’s file.
  • Track all quotes in the pipeline, as well as due dates, etc.
  • Provide the Sales Executive with all documentation required for client signature once product sold.
  • Create binders for insurers, banks, attorneys, etc. as needed.
  • Once the 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 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 the Sales Executive.
  • Provide backup phone support for incoming calls to the main line and forward them to the necessary department/individual.
  • High School Diploma.
  • Obtain and/or maintain MA Property & Casualty 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 within a 25-mile radius to various office locations.
  • Ability to sit, drive and perform telephone functions and computer input.
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