Sales Assistant

Description Walnut Creek insurance company is looking for a Commercial Lines Assistant to assist Account Managers, in clerical functions related to account servicing. Responsibilities include, but not limited to:1. Coordinate Certificate and Evidence of Insurance issuance and certificate renewals. 2. Create, renew and maintain Certificate/Evidence mail merges.3. Process undeliverable certificates, advise insured, update cert./evidence master/mail merge.4. Claim reporting/input and follow-up as requested. 5. Renewal Processing Workflow as assigned by account manager; update applications, prepare/update spreadsheets, etc.6. Draft Proposals and Summaries. 7. Endorsement Processing. 8. Invoicing as assigned. 9. MVR and Loss Run ordering/follow up.10. Prepare letters, mailings and spreadsheets as directed. 11. Scanning as required. 12. Photocopying and faxing as needed. 13. Special projects as assigned.Education: High School DiplomaQualifications Strong computer skills, particularly with Word, Excel, and Access. Office experience desirableExcellent oral and written communication skillsRequirements - Proven flexibility to adapt to changes in procedures and job assignmentsGood understanding of PowerPoint

BA/BS degree in business, communications, or a related field suggested

Solid understanding of records maintenance

Solid understanding of Microsoft Word

Comprehension of calendar managements and scheduling appointments

Wide ranging experience with order entry

Practical knowledge of Microsoft Excel

Previous experience working with typing under 45 words per minute

Skills in Alpha 6,000 - 8,000 kph

Well-founded grasp of prooing

Experience with editing

Strong familiarity with reviewing documents for spelling and grammar

Earlier work involving copying

Expertise in Numeric 6,000 - 8,000 KPH

Document control experience preferred

Prior experience with projects

Hands-on experience with conference call coordination

Proven knowledge of composing various kinds of correspondence

Solid understanding of meeting coordination and planning

General familiarity with email

Quality experience with ordering office supplies and equipment

navigating basic office equipment and protocols experience

Good understanding of MS Outlook

Exceptional social skills, previous experience coordinating projects, and able to work well with all internal personnel, outside clients and vendors

Preferred: 2+ years of Sales Assistant experience

Ability to multitask effectively

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.Questions? Call your local office at 1.888.490.4154. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).