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Insurance Sales Coordinator
2 months ago
**Job Summary:**
The Insurance Sales Coordinator plays a vital role in supporting the sales team at David Franck Insurance Agency Inc. by coordinating sales activities, managing customer relationships, and ensuring the smooth execution of the sales process.
**Key Responsibilities:**
- Assist the sales team in generating leads through various methods, including research, referrals, and marketing campaigns.
- Schedule and coordinate appointments and meetings for the sales team with prospective clients.
- Prepare and distribute sales materials, presentations, and proposals.
- Track and monitor sales metrics, including leads, conversion rates, and sales performance.
- **Customer Relationship Management:**
- Serve as the primary point of contact for clients, addressing their inquiries and concerns promptly.
- Maintain and update client records in the CRM system, ensuring accuracy and completeness.
- Follow up with clients post-meeting to gather feedback and address any additional needs.
- Assist clients with policy changes, renewals, and claims processing.
- **Administrative Duties:**
- Prepare and submit insurance applications and policy renewals.
- Ensure all sales documentation is complete, accurate, and submitted in a timely manner.
- Manage the sales calendar, coordinating team schedules and client appointments.
- Generate and distribute sales reports and performance metrics to the sales team and management.
- **Marketing and Outreach:**
- Support marketing initiatives to generate new leads and promote the company's insurance products.
- Assist with organizing and coordinating sales events, webinars, and community outreach activities.
- Utilize digital marketing tools and social media to enhance the agency's visibility and engagement.
- **Compliance and Ethics:**
- Ensure all sales activities comply with state and federal regulations and company policies.
- Maintain the highest level of ethical standards and integrity in all business dealings.
- **Team Collaboration:**
- Work collaboratively with other team members and departments to ensure seamless client service.
- Participate in team meetings and training sessions to enhance knowledge and skills.
- Provide administrative and logistical support to the sales team as needed.
**Requirements:**
- Education: High school diploma or equivalent; a bachelor's degree in Business, Marketing, or a related field is preferred.
- Experience: Previous experience in sales support, customer service, or the insurance industry is advantageous.
- Licensing: Must hold or be willing to obtain relevant state insurance licenses (Property & Casualty, Life & Health).
- Skills: Excellent organizational, communication, and interpersonal skills. Strong attention to detail and ability to multitask. Proficiency in using CRM software, Microsoft Office Suite, and digital marketing tools.
- Attributes: Self-motivated, proactive, and able to work independently. Ability to build and maintain relationships with clients and team members. High level of integrity and professionalism.