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CI
Compass Insurance Advisors
Agent Assistant
Entry-Level JobVerifiedNo experience needed
Career Insights for Sales Supervisor (General)
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Scorecard
Based on Utah data
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What they do
A Sales Supervisor supervises sales staff or the work of sales staff teams. Oversees sales employees in retail stores, call centers, businesses such as auto dealers, insurance, financial services or software companies. May travel to supervise sales teams working in different markets. Reviews sales reports and provides coaching on sales techniques.
$83,211 / year median in Utah
-19% projected decline
Job Description
Agent Assistant Compass Insurance Advisors - 4.4 Draper, UT Job Details Full-time $18 - $20 an hour 4 hours ago Qualifications Computer literacy Insurance Producer License Data entry Phone etiquette Insurance sales Full Job Description Compass Insurance Advisors - We specialize in helping Individuals, Families, Self-Employed, and Businesses get the BEST solutions possible with Health, Life, Supplemental, Medicare, and Retirement. We are looking to hire a full-time administrative assistant who will focus on assisting health insurance agents to our team!
Basic Duties:
- Call leads and schedule appointments
- Conduct fact finding with new prospects
- Send emails and messages to prospects and clients
- Enter notes into CRM
- Submit applications for coverage and file coverage documents
- Submit appeals and claims when necessary
- Client servicing - such as retrieving id cards, emailing policy details, etc.
- Reconcile commission statements
- Work with contracting department to request and complete requirements for new carrier appointments
- Coordinating with multiple agents and client bases
- Accurately track time spent on each activity
- Weekly check in meetings with agents and managers
Qualifications:
- Ability to multitask
- Basic technology skill set - browser navigation, data entry, folder management, etc.
- Ethical and trustworthiness are essential
- Phone skills
- Ability to work on a team and self-manage time
- Previous administrative or health insurance experience preferred but not required
- Utah health insurance license - we will help you to obtain it if not currently held. Not a requirement for initial hiring
- Great communication skills This position will offer:
- Detailed one-on-one training on daily activities
- Monthly "BestYou" Reimbursement Program
- Great staff and work environment
- Potential for immediate and future growth Work with a great company that is one of the fastest growing companies in Utah!