Sales Reporting Coordinator (57183)
About The Position
Sales Reporting Coordinator plays a critical role in optimizing our sales processes and ensuring accurate reporting. Manages processes, critical data, analyzing trends, and providing strategic insights. Provides a broad range of analytical and strategic support to the Insurance management team. Schedule: Monday- Friday 8:30 am-5 pm The pay range for this position in Providence, Rhode Island is $25.00 - $31.00. Base pay offered may vary depending on job-related knowledge, skills, and experience. Annual bonuses are offered to employees, and certain roles are eligible to earn additional forms of compensation through monthly and/or quarterly commissions and/or bonuses. Additionally, employees may participate in our award winning medical, dental, vision, wellness, financial (6% 401k match), and a wide array of other employee and membership benefits.
Requirements
- High School Diploma required
- 2+ years Sales Administration required
- 3+ years Administrative or Coordinator Experience required
Nice To Haves
- Bachelor's Degree preferred
Responsibilities
- Provide essential assistance to the sales team, senior management and executives.
- Collaborate with the sales team to generate, analyze, and interpret a diverse range of reports, ensuring their accuracy.
- Compile and research relevant information for Sales Managers, Senior Management and Executives and across different regions, calculating data as needed to support strategic planning and sales initiatives.
- Manage files to ensure organized records for easy reference and efficient workflow within the organization.
- Partners with the Insurance Marketing team, responsible for implementing and administering processes informed by data analysis.
- Leverage systems like Epic and insurance transaction platforms for documentation, reporting, tracking, and efficient report delivery.
- Ensure quality control for web quotes, monitor sales processes, and provide recommendations to enhance productivity and workflow efficiency.
- Establish professional relationships with AAA Insurance staff.
- Working alongside Marketing Data Analysts, develop and analyze targeted reports to support business development initiatives.
- Ensure the accuracy of business line information in SharePoint, and that the information is up to date.
- This involves managing and maintaining lead assignments lists, staff listings, branch responsibilities, and phone extensions for agents.
- Manages class registration forms, process expense reports, invoices for approval and track incentives on a monthly basis.
- Assist in managing projects from inception to completion; drive and facilitate effective project and program prioritization and execution.
- Develops, with management, organizational strategies by identifying and researching issues; contributing information, analysis, and recommendations to organization strategic thinking and direction.
- Coordinate bi-annual Agent Sales Meetings, promoting collaboration and strategic alignment.
Benefits
- Annual bonuses are offered to employees, and certain roles are eligible to earn additional forms of compensation through monthly and/or quarterly commissions and/or bonuses.
- Additionally, employees may participate in our award winning medical, dental, vision, wellness, financial (6% 401k match), and a wide array of other employee and membership benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
