- Annual Base Salary + Commission + Bonus Opportunities
- 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
- Key Responsibilities:
- Administrative Support:
- Assist the sales team with tasks like 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:
- Act as the main contact for clients and prospects, answering inquiries, providing information on insurance products, and directing calls to the appropriate sales representatives.
- Follow up with clients and prospects to confirm appointments and ensure a positive customer experience.
- Lead Management:
- Handle inbound inquiries, leads, and referrals from various channels (phone, email, website) and distribute them to the relevant sales reps.
- Update lead status and next steps in the CRM system for timely follow-up and conversion.
- Sales Support:
- Assist in preparing quotes, proposals, and sales presentations for clients.
- Collaborate with internal departments to support the sales process.
- Documentation and Recordkeeping:
- Maintain accurate client records, sales reports, and documentation using CRM software and sales tools.
- Ensure compliance with company policies and regulatory requirements.
- Customer Service:
- Deliver exceptional customer service, address inquiries, resolve issues, and manage service-related transactions.
- 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 products is an advantage.
-
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Insurance Sales Coordinator - Bloomington, United States - Illinois Insurance Careers
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Description
Job Description
The Insurance Sales Coordinator plays a crucial role in assisting the sales team by managing administrative tasks, handling client communications, and ensuring smooth sales operations. This position involves supporting sales activities, maintaining client records, and delivering excellent customer service to clients and potential customers. The sales coordinator will also work closely with internal departments to streamline the sales process and contribute to the attainment of sales goals.
Benefits
Responsibilities
Requirements