Sales Assistant
Job Description
The Sales Assistant will work with the Sales Team and will provide administrative and clerical support. Assist with customer service as appropriate, communicate and document effectively to ensure compliance and productive operations, support and deliver on agency and team goals.
- HOURS: Full-Time Hours, Mon-Fri, 8:00AM-5:00PM
- DURATION: Direct Hire
- WORKSITE: This position is in office.
- PAY: $22-25 an hour, depending on experience!
- BENEFITS: This client offers a full comprehensive benefits package to include medical, dental, life insurance, and PTO
• Answer and route high volume of calls and emails clearly and professionally and with “warm” transfers of client/prospect calls whenever possible.
• Sales support duties include, but are not limited to:
• Assist with Sales Team’s marketing efforts for new business/rewrites including communication with carriers/brokers and clients as appropriate, data gathering, due diligence reviews, document distribution, task tracking and documentation until complete.
• Process high volume of documentation in agency management system accurately.
• Help problem solve and/or escalate customer service issues as appropriate
Requirements:
• One to two years of general office/administrative support in a related field preferred.
• California P&C insurance license preferred and may be required for certain tasks.
• Good judgment, sound problem solving and decision-making skills.
• Proficient and effective verbal and written communication skills.
Meet Your Recruiter

Nancy Thai
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.