Sales & Event Coordinator

Georgia Farm BureauMacon, GA
Onsite

About The Position

This role is responsible for coordinating and managing various sales and event-related activities. Key duties include managing agent maintenance, processing book of business transfers, supporting contract administration, and planning/executing sales meetings, conferences, and promotional events. The position involves negotiating with vendors, booking travel and accommodations, managing event logistics, overseeing budgets and promotional materials, and compiling sales reports. Additionally, the role provides operational support for special projects and process improvement initiatives.

Requirements

  • High school diploma or equivalent and a minimum of four (4) years of progressively responsible experience in sales operations, event planning, travel coordination, vendor management, insurance operations, or a related field; or a college degree in Business, Communications, Hospitality, Marketing, Public Administration, or a related field.
  • Experience negotiating with vendors and coordinating meetings, conferences, or corporate events.
  • Experience booking business travel, lodging, and event accommodations for large groups.
  • Advanced proficiency with Microsoft Excel and strong working knowledge of Microsoft Word, PowerPoint, and other business software applications.
  • Demonstrated ability to develop and document processes, procedures, and training materials.
  • Strong analytical, organizational, negotiation, and problem-solving skills.
  • Excellent written and verbal communication, customer service, and interpersonal skills.
  • Must possess and maintain a valid Georgia driver's license.

Nice To Haves

  • Insurance industry experience preferred.
  • Experience with CRM systems, reporting tools, and sales management platforms preferred.

Responsibilities

  • Coordinates and manages agent maintenance activities, including appointments, terminations, status changes, and related operational processes.
  • Coordinates and processes book of business transfers and ownership changes accurately and within established timelines.
  • Supports the administration of agent contracts and collaborates with the Operations Manager to facilitate accurate commission processing.
  • Plans, coordinates, and executes sales meetings, conferences, recognition events, incentive trips, and promotional activities in partnership with Sales leadership.
  • Negotiates with hotels, venues, vendors, and service providers to secure favorable pricing and services while maintaining budget objectives.
  • Books travel, lodging, meeting facilities, transportation, and related event logistics for sales meetings, conferences, incentive trips, and other departmental functions.
  • Manages event logistics, schedules, communications, registrations, vendor relationships, and on-site coordination to ensure successful execution of sales events.
  • Monitors event and promotional program budgets, tracks expenditures, and recommends cost-effective solutions while maintaining quality standards.
  • Oversees the procurement, inventory, and distribution of promotional products and sales materials while maintaining appropriate cost controls.
  • Compiles, analyzes, and maintains sales reports, incentive tracking, expense reports, and operational data to support departmental objectives and decision-making.
  • Develops, documents, and recommends process improvements that enhance operational efficiency and service delivery.
  • Provides operational support to Sales leadership for special projects and strategic initiatives as assigned.
  • Performs other duties as assigned.
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