Heffernan Insurance Brokers · 1 day ago
Sales Assistant, Commercial Lines
Portland, OR
Full-time
Hybrid
Entry Level
$50K/yr - $60K/yr
1+ years expHeffernan Insurance Brokers is looking for a Sales Assistant to join its Commercial Lines team. The primary function of this position is to assist Producers with new business research, marketing, and other approaches to increase sales productivity.
FinanceFinancial ServicesInsurance
Responsibilities
Coordinate and maintain appointment calendar
Coordinate meetings and events with external and internal personnel
Maintain confidentiality of all duties assigned by Producer
Submit monthly expense reports for Producers, or as necessary
Maximize the use of Sales and other software platforms as necessary
Prepare claims analysis reports
Gather underwriting information and assist with carrier submissions
Assist in completing new business applications and accords
New business marketing to include: Develop, cross reference, and research prospect lists Emphasis on x-dates, carrier, broker, number of employees, number of locations, decisions makers, and more necessary information Upload prospects, and help manage Sales data base Outreach management and email campaigns Help manage mailers, in-person, and other marketing campaigns Help plan routes for drop-offs
Other duties and special projects as assigned
Qualification
Required
Education - High School graduate/GED required
Must have experience working in a team environment
Minimum of 1-2 years working in an office environment. Insurance experience preferred
Strong verbal and written communication skills required
Working knowledge of MS Office (Excel, Word, PowerPoint, Outlook)
Must be organized and able to manage time, and multiple projects effectively
Must embody the Heffernan Habits as illustrated herein
Preferred
Insurance experience preferred
Benefits
Comprehensive benefits package
Discretionary annual incentive program
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Leadership Team
Mike Heffernan
President and CEO
Kate Grasman
CIO
Recent News
2025-12-15
Company data provided by crunchbase