Job Information
Personnel Staffers, Inc. Sales and Marketing Assistant in MCMURRAY, Pennsylvania
Sales and Marketing Assistant -- Our client, an insurance company in Robinson Township area, is seeking a dedicated candidate to serve as the main point of contact for agents and prospective new members. Monday through Thursday, 8:00 AM to 5:00 PM, Friday 7:45 AM to 12:30 PM. $18.00 -- 20.00 per hour through Personnel Staffers. This role is integral to the Marketing/Sales Department and Home Office, providing essential support and assistance. In-office position (This is not, nor will it become a virtual or work from home position).
Responsibilities:
- Caller/Visitor Interaction: answer incoming calls, ensuring callers reach the appropriate department/representative, greet and direct visitors to correct department/representative, respond to Website/Portal inquiries as appropriate to sales department
- Product/Sales Support: answer questions from agents, members and prospective members related to life insurance and annuity product offerings, interest rates, etc.; generate life insurance and annuity illustrations (quotes) and send as requested; understand agent/applicant needs, recommend products, and guide them in completing all required paperwork; answer questions and provide support to DocuSign e-app users; send applications/forms, brochures, business cards, etc. as requested
- Administrative Tasks: in close communication with new business/underwriting department, track and monitor status of all new business received and follow-up with agents/applicants/physician offices/other annuity custodians as needed; monitor license and appointment renewals and process any associated invoices; ensure timely payment of vendor invoices; monitor sales campaigns and identify qualifiers; generate monthly, quarterly, and annual reports; assist with on-boarding of new agents; keep accurate and up-to-date agent listings and email groups; execute any agent or member mailings for the sales/marketing department; assist insurance administration with member mailings as needed
- Marketing Tasks: provide content to produce and distribute monthly agent newsletter; take provided sales content and design/develop graphics relevant to message and plan out upcoming posts for social media; develop additional social media posts to bolster the overall number of posts (holidays, upcoming events, articles etc.); respond to follower comments and messages, like and comment as company representative on social media pages
- Program Coordination: coordinate tracking of newly introduced agent continuing education or training requirements, as necessary
Qualifications:
- Associate or Bachelor's degree OR five years of relevant experience
- Proficiency with Microsoft 365 products
- Experience with social media management (LinkedIn, Facebook, Instagram)
- Desktop publishing experience (Canva, InDesign)
- Some knowledge of insurance and annuity products would be helpful
- Superior customer service orientation
- Excellent communication skills (phone, email, face-to-face, mail)
- Outstanding attention to detail and follow-through
- Ability to take initiative and work independently but remain a team player.
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``` - Additional Requirement: Obtain a Pennsylvania Resident Producer license within two months of being hired (expenses reimbursed)