Insurance sales supervisor vs national sales assistant

Differences between insurance sales supervisor and national sales assistant duties and responsibilities

Insurance sales supervisor example responsibilities.

• Achieve proficiency in all aspects of international business from documentation to freight logistics to pricing negotiations.
• Assist with quarterly ISO department audits, reviewing previous orders and preventing exposure.
• Answer customer's incoming calls, emails and web inquiries and record into CRM database.
• Assist in new property acquisition systems implementation as subject matter expert (SME) on billing and CRM systems.
• Progress from sales to supervisory positions.
• Develop national map to illustrate most competitive geographic regions, increasing department sales revenue.
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National sales assistant example responsibilities.

• Manage RFP process to make sure all CCO proposals are consistent with each client's goals and image.
• Expand CRM database (Ultra-STAFF/ABD) by cultivating client relationships.
• Maintain a proprietary CRM system tracking opportunities, quotes, appointments, orders, and project completion.
• Create PowerPoint presentations for use during sales meetings/presentations.
• Prepare engaging PowerPoint presentations to expand client base through new business opportunities.
• Facilitate productive office environment, process payroll using QuickBooks software, set appointments and suggestively sell base on customer need
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