Sales Coordinator

Wholesaling Team Support

Effectively and proactively support the sales process by providing high-quality service to the wholesaling team, sales representatives, and agents. Develop and maintain positive working relationships with these stakeholders to ensure seamless operations. Demonstrate an advanced understanding of the application and new business processes, staying updated on all relevant changes, procedures, and guidelines. Resolve inquiries from representatives, agents, or firms through email, telephone, or written correspondence. Gather, research, and analyze policy information to provide accurate and timely responses. Assist in training and developing peers by offering on-the-job support. Consistently meet established performance objectives and service levels by achieving production and quality standards.

Responsibilities

What you will do :

• Application Review & Processing : Regularly review applications, promptly obtaining any missing or additional information and required forms. Communicate effectively with agents, the new business department, and the sales team to ensure smooth processing of new business and that applications are in good order. Create a sense of urgency to reduce cycle times, improve metrics, and meet Service Level Agreements (SLAs).
• Customer Service & Inquiries : Respond to inbound service-related calls, referring sales inquiries to the appropriate members of the sales team. Deliver excellent customer service to both internal and external clients. Handle inquiries from the sales team and agents on a wide range of topics, including new and existing business, licensing, commissions procedures, and other issues as they arise.
• Proactive Customer Service : Identify potential opportunities through reactive telemarketing efforts while ensuring excellent customer service for both internal and external stakeholders.
• Process Improvement : Assist in the development and implementation of efficient procedures and processes to optimize workflow and strategies.
• Reporting & Analysis : Prepare and analyze various sales and activity reports on a regular basis, including metrics, phone reports, new producer reports, and agent and territory production by product, associate, channel, or campaign.
• Operational Feedback : Provide feedback to management and participate in meetings to address systems and operational issues when necessary.
• Compliance : Ensure adherence to internal policies, external regulatory requirements, and industry compliance standards at all times.
• Systems Expertise : Utilize in-depth knowledge of proprietary systems to support distribution needs, ensuring efficient access to product information, sales data, and client insights. Leverage these systems to enhance sales processes.
• Perform other duties as assigned.
• Complies with all policies and standards.

Qualifications

Work Setting / Position Demands :

Travel Requirements :