Insurance Sales Coordinator
Midwestern Insurance Alliance is seeking a full-time Insurance Sales Coordinator for their property insurance business unit in Santa Clara, California. The role involves supporting the insurance sales team, preparing presentations, and managing communications related to insurance products.
Responsibilities
- Work closely with insurance sales team to support incoming marketing & sales related calls
- Prepare and make presentations promoting company products and services, including training presentations for producers and CE Course education
- Perform producer credentialing and user support functions
- Assist product team with quality assurance tasks
- Manage content and work with Marketing Coordinator for weekly/monthly communications
- Attendance at company workshops and events
- Process communication to brokers regarding (daily) pending cancellations
- Coordinate and perform work with insurance product team in furtherance of sales activities
Skills
- Ability to give presentations in person or via webinar is important
- Insurance sales and/or marketing experience is desired
- Excellent written and verbal communication skills
- General office computer and software skills should be excellent
- Strong attention to detail
- Strong organizational and analytical skills
- Ability to work efficiently with minimal supervision
- Professional, dependable and pro-active work style in a fast-paced environment
- CA Insurance license preferred
- Experience working MailChimp/Salesforce/CRM a plus
Benefits
- Competitive pay
- Bonus plan
- Medical, dental and vision insurance with no waiting period
- Paid time-off in year of hire
- 401(k) with employer match
Company Overview