Property & Casualty Licensed Sales Coordinator

A company is looking for a Sales Coordinator - Relationship Management.

Key Responsibilities

Maintain accurate and up-to-date records for existing accounts using Zoho CRM

Assist in the creation of marketing deliverables, reports, presentations, and other sales-related documentation

Manage onboarding of new direct bill clients and support group renewals and retention

Required Qualifications

Bachelor's Degree in Business or related field preferred, or equivalent work experience of 2 years

Proficiency with PC-based tools, including CRM, Microsoft Office Suite, and Adobe Acrobat

Possession of a Property & Casualty License or ability to obtain one within 45 days of hire