Business Development Assistant - Insurance jobs in United States
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Farmers of Salem · 22 hours ago

Business Development Assistant - Insurance

Farmers of Salem is seeking a Business Development Assistant to provide administrative and operational support to a Territory Manager. The role involves CRM data entry, preparing contracts, managing client information, and assisting with agency compliance requirements.

InsuranceInsurTechProperty Insurance
Hiring Manager
Elizabeth Dean, MS, PHR
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Responsibilities

Provide administrative support by coordinating department-hosted events, managing travel arrangements (for agents), maintaining general office organization, and ensuring all agency compliance documentation requirements are met
Assist with the distribution of marketing material directly to the agents, social media, and website. Update material as directed
Enter, organize, and maintain client records, service requests, and field reports within department databases (like the CRM system)
Prepare, process, and track forms, agency appointments, contracts, changes, terminations, eligibility documentation, and compliance reports
Respond to routine inquiries, provide policy information, and route complex issues to the appropriate Territory Manager or internal department
Assist with scheduling agency events, coordinating services for clients, and ensuring timely follow-ups
Gather required documents, information, and supplies for field representatives prior to agency visits

Qualification

Microsoft OfficeOrganizational skillsTime-management skillsAttention to detailWritten communicationVerbal communicationConfidentialityTeam collaboration

Required

Associate's degree in related field required
Strong organizational and time-management skills
Proficiency in Microsoft Office, including Word, Excel, and PowerPoint, with the ability to learn new software quickly
Excellent written and verbal communication skills
High attention to detail and accuracy
Ability to work both independently and collaboratively in a team environment
Demonstrated discretion and ability to handle confidential information

Preferred

Prior related office experience preferred

Company

Farmers of Salem

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Farmers of Salem is a mutual insurance company specializing in insurance for home and business owners.