Sales and Marketing Assistant

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. ```{=html} ``` - Additional Requirement: Obtain a Pennsylvania Resident Producer license within two months of being hired (expenses reimbursed)

Created: 2024-10-19