Sales Coordinator

Basic Function :

The primary responsibility of the Sales Coordinator is to be administrative support for the sales team and assist with ongoing communication and relationship building with all appointed retail and wholesale broker partners.

The sales coordinator will be accountable for monitoring and reporting to the sales team results from on-going management of the new business pipeline.

Specific Position Responsibilities :

The Sales Coordinator is responsible for :

1. Manage all aspects of the new business submission process and pipeline management including Salesforce, within the Sales Division.

2. Serve as a liaison to the sales team, supporting sales results by leveraging and applying knowledge to assigned areas specific to new business development.

3. Daily management of new business submissions and broker communication necessary to achieve sales targets.

4. Daily broker engagement, act as the primary point of contact or help line for broker calls, follow up with brokers on all pending submissions until complete, underwritten, and issued, gather missing information from incomplete submissions, ensure accurate response time with all premium indications, and collaborate with underwriters.

5. Must be data driven and able to manage multiple priorities while working under challenging time constraints.

6. Assist the AVP, National Sales by producing sales reports and spreadsheets on a weekly basis.

7. Identify and communicate process improvements that reduce workloads or improve quality for assigned responsibilities.

8. Maintain knowledge on current and emerging developments / trends.

Internal Contacts

All divisions within the Company.

External Contacts

ISMIE appointed agents / brokers.

Essential Physical Requirements of Position :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Close visual acuity to read extensive amounts of written information in a standard font for an extended period of time;
• Ability to view and read from computer screens, telephone screens and printed materials;
• Ability to receive detailed information through oral communication;
• Ability to communicate verbally, convey and express complex and detailed ideas, information and instructions to others clearly, accurately, and effectively in person and via telephone;
• Ability to operate a keyboard, computer and computing device;
• Ability to analyze data and information;
• Ability to participate in presentations and meetings;
• Ability to move about to accomplish tasks, attend meetings and scheduled events both inside the office and outside the office.

Qualifications and Experience

Bachelor’s degree required. Salesforce (CRM) platform experience desired. 1-2 years’ account management experience in the insurance industry.

Attention to detail. Time management skills. Results driven approach to work in order to meet submission targets. Computer literacy.

Ability to work independently in a fast-paced environment. Excellent interpersonal, oral and written communication skills. Minimal travel.