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Full-Time

Sales Support Associate

Posted on 3/13/2024

Next Insurance

Next Insurance

501-1,000 employees

Tailored business insurance for small businesses

Consulting
Fintech
Financial Services
Consumer Goods

Compensation Overview

$20 - $22Hourly

Junior

Rochester, NY, USA

Category
Administrative & Executive Assistance
Administrative Support
Customer Service & Reception
Required Skills
Sales
Communications
Salesforce
Marketing
Requirements
  • 1+ years of work experience (data entry or administrative experience a plus)
  • Working knowledge of common computer systems and programs
  • BA/BS required
  • High attention to detail
Responsibilities
  • Enter and assign all leads sent by email from Partners, NEXT sales reps or NEXT website
  • Update the quote price(s) and status in Salesforce for the insurance sales advisor
  • Assist sales department by calling or emailing for client information
  • Perform other functions to support the Sales Department
  • Assist producers in developing existing accounts along with marketing and coverage analysis in support of the producer
  • Provide quality submissions to up to 13 carriers - inside and outside of carrier systems
  • Analyze and evaluate new risks
  • Ensure accurate file and database set up
  • Partner with sales staff. Communicate accurate information
  • Attach documentation and communications in Salesforce
  • Performs quality control on all new sales being issued with carriers to ensure proper classification and documentation
  • Demonstrate a proactive and systematic approach to information gathering, analysis and problem solving
  • Communicating carrier risk appetites /carrier information and target classes of business with sales producers & management

Next Insurance specializes in providing business insurance solutions tailored to the unique needs of small businesses, including general liability, workers' compensation, professional liability, and commercial property insurance. The company is renowned for simplifying the insurance process for self-employed individuals and small business owners, emphasizing affordability and customized coverage. This focus on the practical needs of entrepreneurs, combined with its innovative approach to insurance services, makes it an attractive workplace for those keen on making a real impact in the insurance industry.

Company Stage

Series F

Total Funding

$1.2B

Headquarters

Palo Alto, California

Founded

2015

Growth & Insights
Headcount

6 month growth

3%

1 year growth

3%

2 year growth

-4%
INACTIVE