Insurance Sales Coordinator

Job Description

The Insurance Sales Coordinator plays a key role in supporting the sales team by coordinating various administrative tasks, managing client communications, and ensuring smooth sales operations. This role involves assisting with sales activities, maintaining client records, and providing exceptional customer service to clients and prospects. The sales coordinator will also collaborate with internal departments to facilitate the sales process and contribute to the achievement of sales targets.

Benefits

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Flexible Schedule

Disability Insurance

Parental Leave

Retirement Plan

Evenings Off

Hands on Training

Health Insurance

Dental Insurance

Tuition Reimbursement

Mon-Fri Schedule

Vision Insurance

Responsibilities

Key Responsibilities:

Administrative Support:

Assist the sales team with administrative tasks such as scheduling appointments, preparing sales materials, and maintaining sales databases.

Coordinate logistics for client meetings, events, and presentations, including venue reservations, travel arrangements, and catering.

Client Communication:

Serve as a primary point of contact for clients and prospects, answering inquiries, providing information about insurance products, and directing calls to the appropriate sales representatives.

Follow up with clients and prospects to confirm appointments, gather additional information, and ensure a positive customer experience.

Lead Management:

Manage inbound inquiries, leads, and referrals received through various channels (phone, email, website) and distribute them to the appropriate sales representatives.

Track and update lead status, notes, and next steps in the CRM system to ensure timely follow-up and lead conversion.

Sales Support:

Assist sales representatives with preparing quotes, proposals, and sales presentations for clients.

Coordinate with underwriting, claims, and other internal departments to gather information and support the sales process.

Requirements

Qualifications:

Education:

High school diploma or equivalent required. Associate or bachelor's degree in business, marketing, or related field preferred.

Experience:

Previous experience in sales support, customer service, or administrative roles preferred.

Familiarity with the insurance industry and insurance products is a plus.