Insurance Sales Agent Assistant

Job Description

Job Description

Built Different. Built for Homeownership.

Help Bring Homeownership Full Circle.

Buying a home is one of life's biggest milestones—and behind every successful closing is a team making sure every detail is handled with care.

At Howard Hanna Insurance Services, we're looking for a detail-oriented Insurance Policy Coordinator to play a key role in the final step of the homebuying journey. In this position, you'll help ensure insurance policies are accurate, complete, and ready for closing day, giving homebuyers confidence as they move into their next chapter.

If you enjoy organization, problem-solving, and working with people, you'll find meaningful work and growth opportunities in a collaborative environment that values accuracy, teamwork, and customer service.

Why Howard Hanna Insurance?

Built for Growth
Whether you're starting your insurance career or looking to expand your experience, you'll gain valuable exposure to insurance operations, real estate, mortgage, and the homeownership process.
Built for Collaboration
You'll work closely with insurance agents, real estate professionals, mortgage teams, and clients, giving you the opportunity to learn from multiple areas of the business and build meaningful professional relationships.
Built for Impact
Every policy you review and every closing you support helps a family move into a new home with confidence and peace of mind.
Built for Stability
As part of the Howard Hanna Family of Companies, you'll join a trusted organization with a long history of success, strong community roots, and a commitment to employee growth and development.
What You'll Do
As an Insurance Policy Coordinator, you'll be at the center of communication and execution, helping ensure every policy is handled accurately and efficiently.

Responsibilities include:

• Communicating with clients, mortgage companies, and real estate agents regarding insurance for new home purchases
• Partnering closely with insurance agents to gather information and prepare policy documentation
• Reviewing policy paperwork for accuracy, including names, property information, and other important details
• Obtaining additional documentation needed to satisfy carrier requirements
• Preparing Evidence of Insurance and invoices for closing
• Updating and maintaining records within the agency management system
• Assisting insurance agents with homebuyer information and policy support
• Verifying closing dates and ensuring policies are issued on time
• Reviewing, finalizing, and issuing insurance policies

What We're Looking For
We're looking for someone who takes pride in getting the details right while delivering exceptional support to both clients and teammates.
You'll be successful in this role if you:

• Have a high school diploma or equivalent
• Have up to one year of experience in an office, administrative, customer service, or insurance environment
• Hold a Property & Casualty insurance license or are interested in obtaining one (preferred)
• Possess strong attention to detail and a commitment to accuracy
• Can effectively manage a high volume of work while meeting deadlines
• Communicate professionally and confidently with clients and business partners
• Are highly organized and able to prioritize multiple tasks
• Enjoy working collaboratively in a team-oriented environment
• Take ownership of your work and follow through on commitments .

About Howard Hanna Insurance Services
Howard Hanna Insurance Services provides comprehensive insurance solutions including home, auto, umbrella, life, business, and commercial insurance. As part of the Howard Hanna Family of Companies, we help clients navigate every stage of homeownership through trusted guidance, personalized service, and integrated support.
Built Different. Built for People.
Built for collaboration.
Built for growth.
Built for homeownership.
Built for you.
Apply today and discover what's possible when you join a team that's Built Different.

  About UsHoward Hanna Insurance Services provides a one-stop shop for all things insurance, with options for home, auto, umbrella, life, and business and commercial.Why Join Us

At Howard Hanna Insurance Services, we believe in protecting what matters most—your peace of mind. As a leading player in the insurance industry, we pride ourselves on our energetic team of professionals dedicated to delivering tailored solutions with exceptional service. Join a dynamic workplace that fosters growth, collaboration, and innovation. With our commitment to both clients and employees, there's no better place to build your career and make a real impact. Choose us, where your future is our priority!

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