Sales Assistant

Bill Bonk Insurance Marketing Inc. - Lexington, MA


Bill Bonk Insurance Marketing Inc.


Job Title: Sales Assistant

Posting Summary:

Growing family-owned financial marketing company looking for a smart, driven individual to join their team. BBIMis looking for a client and sales support specialist to provide the highest level of customer service to all of our existing and new clients.

The successful person in this role will help support the internal team as well as aid in the processing of new business applications and follow up on active applications to ensure a smooth process both for our clients and their clients. The office is a fast-paced, demanding environment where we take pride in the job we do. Our sales support specialist will be a integral part of our team and our success. The best candidate will have 3+ years of office experience in a fast-paced work environment. Experience in a financial business is a plus, but not required. Candidates must also have solid technical skills do to the fact that we work in many different software based applications during the day. Position is actively open and starts immediately.

Essential Duties and Responsibilities:

  • Perform general customer and policy service tasks
  • Support other team members with necessary tasks
  • Perform review of Insurnace applications and requirements
  • Perform timely entry of initial applications
  • Keep abreast of product changes and deadlines
  • Prioritize application processing based on approaching deadlines
  • Work with licensing team on issues related to submitted business
  • Input requirements into database and review for accuracy
  • Send follow up notices to financial advisors/agents until processing requirements are completed
  • Review and respond to various requests from financial advisors
  • Communicate with insurance companies regarding submitted business or issues
  • Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities:

Advanced Knowledge of:

  • Microsoft Office Suite (Outlook, Excel, PowerPoint & Word)
  • Working in a government regulated environment
  • Knowledge of financial products such as Life Insurance and Annuities is perfered but not required

Ability to:

  • Communicate detailed information between multiple parties and in a multistep process
  • Identifying and working thru potential issues during the sales process
  • Handle stressful, demanding situations with a high level of professionalism and customer service
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
  • Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
  • Analyzing data to identify discrepancies.
  • Problem solving.

Educational/Previous Experience Requirements:

  • Bachlors Degree
  • Minimum of three (3) years of office type work experience
  • Experice in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service is preferred but not required


This Role will require a life Insuane License, BBIM will provide training and resources as well as sponsorship for the exam to the selected canaditate.

Working Conditions:

Hours: Normal business hours. Some additional hours may be required.

Travel Required: None Required.

Working Environment: Climate controlled office environment during normal business hours.

Job Family: Operations

Job Category: Team Member

Physical Requirements:


Up to 7 hour(s) per day


Up to .5 hour(s) per day


Up to 2 hour(s) per day

Up to 50 max. pounds**


Up to 4 hour(s) per day


Up to .5 hour(s) per day


Up to 1 hour(s) per day

Up to 50 max. pounds**


Up to 1 hour(s) per day


Up to .5 hour(s) per day


Up to 1 hour(s) per day

Up to 50 max. pounds**


Up to 2 hour(s) per day


Up to .5 hour(s) per day


Will not generally apply


Up to .5 hour(s) per day


Up to 1 hour(s) per day


Will not generally apply


Will not generally apply


Will not generally apply


Up to 1 hour(s) per day

Excessive heat

Will not generally apply


Up to 4 hour(s) per day

Excessive cold

Will not generally apply

Data Entry

Up to 4 hour(s) per day


Will not generally apply


Will not generally apply

Loud Noise

Will not generally apply

Hands in Water

Will not generally apply

Unusual hearing or vision demands:

None specified

Other physical demands or notes:

** Employees should not attempt to lift, pull or push a load in excess of 50 lbs. without assistance. Care should always be taken when lifting, pushing or pulling in an awkward position.


The preceding job description has been designed to indicate the general nature of work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as, a comprehensive listing of all requirements or responsibilities that may be required by employees in this position. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Type: Full-time

Salary: $50,000.00 to $60,000.00 /year


  • relevant: 3 years (Required)


  • Bachelor's (Required)


  • English (Required)

Additional Compensation:

  • Other forms

Work Location:

  • One location


  • Team Lead

Typical start time:

  • 9PM

Typical end time:

  • 5PM

This Company Describes Its Culture as:

  • Detail-oriented -- quality and precision-focused
  • Stable -- traditional, stable, strong processes
  • Team-oriented -- cooperative and collaborative
  • People-oriented -- supportive and fairness-focused


  • Monday to Friday