Insurance Sales Coordinator
K2 Insurance Services, through its affiliate Aegis Specialty, is seeking an Insurance Sales Coordinator to support their property insurance business unit in Santa Clara, California. This entry-level position involves working closely with the sales team, preparing presentations, and managing communications to brokers.
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
Skills
- 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
- CA Insurance license preferred
- Experience working MailChimp/Salesforce/CRM a plus
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
Company Overview