Insurance Sales Coordinator jobs in United States
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Midwestern Insurance Alliance ยท 1 day ago

Insurance Sales Coordinator

Midwestern Insurance Alliance is seeking a full-time Insurance Sales Coordinator for their property insurance business unit in Santa Clara, California. The role involves supporting the insurance sales team, preparing presentations, and managing communications related to insurance products.

BankingFinanceInsurance

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

Qualification

Insurance sales experiencePresentation skillsCA Insurance licenseMailChimp/Salesforce/CRMAnalytical skillsPro-active work styleWritten communicationVerbal communicationAttention to detailOrganizational skills

Required

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

Preferred

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

Midwestern Insurance Alliance

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Midwestern Insurance Alliance is an insurance company that provides personal, commercial and life insurance solutions.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2012-03-27Acquired

Leadership Team

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Jennifer Mazzio, EMBA, AIAF, ARe
Chief Financial Officer (K2 Insurance Services partners)
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Company data provided by crunchbase