Insurance Sales AssistantBuying a home is one of life's biggest milestones—and behind every successful closing is a team making sure every detail is handled with care. At Howard Hanna Insurance Services, we're looking for a detail-oriented Insurance Sales Assistant to play a key role in the final step of the homebuying journey. In this position, you'll help ensure insurance policies are accurate, complete, and ready for closing day, giving homebuyers confidence as they move into their next chapter. If you enjoy organization, problem-solving, and working with people, you'll find meaningful work and growth opportunities in a collaborative environment that values accuracy, teamwork, and customer service.Why Howard Hanna Insurance?Whether you're starting your insurance career or looking to expand your experience, you'll gain valuable exposure to insurance operations, real estate, mortgage, and the homeownership process.You'll work closely with insurance agents, real estate professionals, mortgage teams, and clients, giving you the opportunity to learn from multiple areas of the business and build meaningful professional relationships.Every policy you review and every closing you support helps a family move into a new home with confidence and peace of mind.As part of the Howard Hanna Family of Companies, you'll join a trusted organization with a long history of success, strong community roots, and a commitment to employee growth and development.What You'll DoAs an Insurance Sales Assistant, you'll be at the center of communication and execution, helping ensure every policy is handled accurately and efficiently.
Responsibilities include:Communicating with clients, mortgage companies, and real estate agents regarding insurance for new home purchasesPartnering closely with insurance agents to gather information and prepare policy documentationReviewing policy paperwork for accuracy, including names, property information, and other important detailsObtaining additional documentation needed to satisfy carrier requirementsPreparing Evidence of Insurance and invoices for closingUpdating and maintaining records within the agency management systemAssisting insurance agents with homebuyer information and policy supportVerifying closing dates and ensuring policies are issued on timeReviewing, finalizing, and issuing insurance policiesWhat We're Looking ForWe're looking for someone who takes pride in getting the details right while delivering exceptional support to both clients and teammates. You'll be successful in this role if you:Have a high school diploma or equivalentHave up to one year of experience in an office, administrative, customer service, or insurance environmentHold a Property & Casualty insurance license or are interested in obtaining one (preferred)Possess strong attention to detail and a commitment to accuracyCan effectively manage a high volume of work while meeting deadlinesCommunicate professionally and confidently with clients and business partnersAre highly organized and able to prioritize multiple tasksEnjoy working collaboratively in a team-oriented environmentTake ownership of your work and follow through on commitmentsHoward Hanna Insurance Services provides comprehensive insurance solutions including home, auto, umbrella, life, business, and commercial insurance. As part of the Howard Hanna Family of Companies, we help clients navigate every stage of homeownership through trusted guidance, personalized service, and integrated support.Built for collaboration. Built for growth. Built for homeownership. Built for you.
Insurance Sales Assistant in charlotte at Unknown Company
This position is listed as full time and onsite.