Insurance Sales Coordinator
About The Position
The Specialty Division of Aegis General Insurance Agency (“Aegis Specialty”), an affiliate of K2 Insurance Services, is seeking a full-time Insurance Product Specialist for our property insurance business unit to join its team in Santa Clara, California. This position is newly created due to business growth and offers the opportunity for remote work. Founded in 2014 by K2 Insurance Services, Aegis Specialty is a division of Aegis General Insurance Agency, a national P&C program administrator. Aegis Specialty provides personal lines insurance products distributed through independent insurance agents and brokers, with a focus on residential property insurance. The Inside Insurance Sales Coordinator is a full-time entry-level marketing position based out of our Santa Clara, CA office with the ability to support remote work 2-3 days a week. The position reports to the Inside Sales Manager. Aegis Specialty offers the opportunity to join an established company in growth mode. Our compensation program includes competitive pay; bonus plan; medical, dental and vision insurance with no waiting period; paid time-off in year of hire; and 401(k) with employer match.
Requirements
- 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.
Nice To Haves
- CA Insurance license preferred.
- Experience working MailChimp/Salesforce/CRM a plus.
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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
