Insurance Sales Agent Assistant
Pittsburgh, PA
Full Time
Insurance Operations
Mid Level
JOB SUMMARY: Prepare the paperwork for sold insurance policies and then issuing policies once homes have closed.
DUTIES AND RESPONSIBLITIES:
- Correspond with clients, mortgage companies and real estate agents regarding insurance for new home purchases
- Work closely with insurance agents to gather necessary details to prepare paperwork for client’s purchasing insurance
- Review paperwork sent for accuracy in spelling of names, property addresses, social security no.'s, marital status.
- Obtain any additional documents as needed by carrier guidelines and as requested by the insurance agents
- Prepare Evidence of Insurance and Invoices for closing
- Review and update the agency management system once insurance is sold
- Assist insurance agents with contact information for homebuyers
- Verify correct closing dates for home policies
- Review and issue policies
- Works regularly with insurance agents, real estate agents, clients, processors and other departments
- Minimum of a high school diploma and up to 1 years in office environment, an active PA property and casualty license is preferred
- Ability to follow direct, manage a high volume of work and meet deadlines
About Us
Howard Hanna Insurance Services provides a one-stop shop for all things insurance, with options for home, auto, umbrella, life, and business and commercial.Why Join Us
At Howard Hanna Insurance Services, we believe in protecting what matters most—your peace of mind. As a leading player in the insurance industry, we pride ourselves on our energetic team of professionals dedicated to delivering tailored solutions with exceptional service. Join a dynamic workplace that fosters growth, collaboration, and innovation. With our commitment to both clients and employees, there's no better place to build your career and make a real impact. Choose us, where your future is our priority!
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