Sales Coordinator - Hybrid

Integrity Marketing Group•Harrisburg, PA

3d•Hybrid

About The Position

The Sales Coordinator is responsible for overall support with administrative duties for the sales department. Providing superior service to leadership, local field managers, carrier representative staff, national/agency sales staff, and agents as needed.

Requirements

High School Diploma or equivalent.
Basic understanding of insurance and agent relationship.
Knowledge of Marketing and New Business operations and procedures.
Working knowledge of Sales Department resources and ability to recall commonly used industry processes.
Strong working knowledge of the Ritter Platform.
Strong knowledge of all products in assigned region.
No experience necessary. Abilities generally acquired on the job in 6 months.
Good communication skills, especially written communication.
Good computer and typing skills.
Good customer service skills.
Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
Proficient in Microsoft Suite such as Outlook, Excel, Word, etc.
Strong organization skills

Responsibilities

Manages and completes tasks for Sales team staff members and Leadership.
Manages inbound email requests to team inboxes by assigning to the appropriate sales staff or redirecting requests.
Creates, organizes and coordinates updates to sales resources in Sales Team OneNote(s), Teams Channel(s), SharePoint Folder(s) and Planner(s).
Keep assigned carrier pages on the Ritter Platform updated with current information
Assist in updating team resource materials
Attend weekly, bi-weekly, monthly, and/or quarterly calls with carriers as needed
Sends out service related and informational emails from carriers or sales teams that need to be sent as a one-off email to inform or recruit.
Manages, creates and analyzes Sales Reports from various avenues (Carriers, internal reporting, etc)
Administrative support for sales team functions like one-off email review and submission for deployment to marketing teams, webinar creation and management of registration lists and more.
Works efficiently to coordinate with other departments on cross-team projects.
Assists with Contracts Requiring Follow-up as requested by supervisor.
Assists with Ritter Events such as Summits, Carrier Meetings and more.
Primary back up when team is out of the office.
Additional responsibilities as assigned by supervisor or manager.