Sales & Marketing Support Coordinator

Proctor Loan Protector•Troy, MI

About The Position

The Sales & Marketing Support Coordinator supports Proctor Loan Protector’s sales, marketing, service, and underwriting departments. The role organizes quote and proposal requests, generates proposals for sales representatives and agents, binds new client business, and supports policy production for new accounts. It also provides day-to-day administrative support to agents and agencies, maintains client and agency records, and produces recurring sales and agency reports. The coordinator is expected to follow a set schedule, meet service-level expectations, maintain confidentiality, and perform other duties as assigned. Proctor Loan Protector provides insurance products and service solutions to financial institutions. The company describes its culture as team-oriented, supportive of diversity and personal growth, and focused on career opportunities and a rewarding work environment.

Requirements

High school diploma or GED.
Microsoft Office proficiency, including Microsoft Word and Excel.
Michigan Property & Casualty license, or willingness to obtain one within six months.
1–3 years of experience in a similar position.
Working knowledge of internal policies and procedures to ensure service-level expectations are met on sales support activities.
Strong attention to detail and follow-through on multi-step documentation processes.
Exceptional telephone demeanor.
Ability to maintain a high level of confidentiality.
Ability to use discretion, exercise good judgment, and demonstrate resourcefulness.
Planning, organization, and efficient time management skills.
Clear oral communication skills, including the ability to speak persuasively and demonstrate group presentation skills.
Written communication skills, including editing for spelling and grammar, presenting numerical data effectively, and interpreting written information.
Problem-solving skills, including timely identification and resolution of issues and skillful gathering and analysis of information.
Accuracy, thoroughness, and the ability to monitor work quality.
Adaptability to changing work demands, delays, and unexpected events.
Ability to observe safety and security procedures and use equipment and materials properly.
Ability to perform the essential duties satisfactorily; reasonable accommodations may be made for qualified individuals with disabilities.
Physical ability to use a keyboard, mouse, and telephone for 7–8 hours per day; communicate in person and by telephone; use a computer monitor; sit at a desk for 7–8 hours per day; lift or carry less than 10 pounds; manipulate small or bulky objects; and, as needed, stand, reach, kneel, stoop, bend, push, and pull.

Nice To Haves

Practical knowledge of personal computers and company programs, including Salesforce, SentryFile, AS400, and Qvidian.
Prior experience with agent or agency contracting, licensing, and appointment processes.
Experience in lender-placed insurance, insurance tracking, or loss draft processing.

Responsibilities

Manage insurance quote requests, applications, proposal generation, and new-client setup in company systems.
Bind new client business and support policy production for new accounts.
Update and maintain Salesforce data, track the sales cycle for new business across products, and manage the Broker of Record process.
Serve as a liaison for CPI inquiries by requesting and submitting information and working with Allied Solutions to obtain information needed for quotes.
Support quoting, proposals, and submissions for Specialty Lines products, including learning product requirements, carrier appetites, and forms as the offering develops.
Maintain proposal accuracy and integrity using Qvidian.
Serve as the primary day-to-day administrative contact for agents and agencies, responding to requests within established service-level agreements.
Set up new agents in AS400 and Salesforce; obtain licensing information, W-9s, TIN matching, P&C licenses, and E&O certificates for new agency contracts.
Prepare, issue, track, and follow up on agency contracts and appointment paperwork through full execution.
Maintain agency contracts and documents in SentryFile and ensure agency files are complete, current, and retrievable.
Monitor expiring agent and agency credentials and proactively request renewals to prevent gaps in appointments or commission eligibility.
Maintain accurate agent and agency records, hierarchies, and contact information across AS400 and Salesforce to support accurate reporting and commissions.
Resolve or escalate agent inquiries about appointments, contracting status, product availability, commissions, and reporting.
Generate and distribute monthly Premium & Claims, Commission Detail, and Loan Detail reports accurately and on schedule.
Generate annual Agency Bonus reports for the Treasury Team.
Partner with Marketing to maintain agent distribution lists and support agent-facing communications.
Generate monthly new-business reports.
Maintain working knowledge of internal policies and procedures to meet service-level expectations on sales support activities.
Follow documented procedures (SOPs) for assigned processes and flag necessary updates.
Adhere to a set schedule and perform other duties as assigned.