Inside Sales Coordinator

Location
Lake Mary, Florida
Salary
Negotiable
Posted
Aug 21, 2017
Closes
Oct 06, 2017
Industry
Insurance
Contract Type
Permanent
Hours
Full Time

When was the last time you had FUN at work? Because now is the time to join Frontline's Sales team. We take pride in what we do, and we have FUN. Check us out on Facebook, Twitter, and LinkedIn to see what Frontline Insurance is all about and how you can enjoy coming to work.  Hope you like the color GREEN!

Frontline Insurance provides reliable and exceptional service to coastal homeowners in the Southeast United States, particularly Florida, Alabama, North Carolina and South Carolina. For more than a decade, throughout active and slow hurricane seasons, we’ve stood strong to protect our clients and their homes.

BENEFITS

Comprehensive benefits package includes options for medical insurance, dental insurance, vision insurance, long term/short term disability, life insurance, and 401(k).

We are a Drug Free Workplace and EOE.

SUMMARY

Sales Coordinator require excellent organizational, administrative and communication skills, together with an ability to deliver high standards of customer service.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Coordinate/Process new agency set ups, agency changes and agency terminations.
  • Coordinate and manage step by step department processes manual.
  • Assist VP of Sales, Regional Sales Managers and Territory Sales Representatives with administrative duties required with the ability to respond in a timely manner.
  • Assists the sales department staff, with questions by researching the appropriate areas and replying in a timely manner
  • Handle incoming phone calls to the sales department, handling when appropriate or routing them accordingly.
  • Project tracking and reports on a weekly, monthly, quarterly and yearly basis
  • Assists with projects that will allow the Sales team to be more efficient and accurate.
  • Data entry accuracy with the ability to locate and resolve inaccurate data in regards to missing, duplicate and inaccurate information.
  • Processing resident/non-resident license appointments/terminations
  • Requesting various information from agency partners via email or phone when necessary.
  • Check request processing and tracking
  • Co-op advertising coordination and cost tracking for each participating agency partner.
  • Working with the Sales Business Analyst team to enter data in Guidewire and verify accuracy of agency partner information such as name, address.
  • Agency contract processing
  • Handles a variety of assigned tasks, quickly and accurately 
  • Salesforce administration and ability to create ad hoc reports in Salesforce.

PREFERRED SKILLS AND COMPETENCIES:

  • Professional Insurance Industry Designation, 440 or 220 insurance license
  • Prior Insurance experience (minimum 1+ years)
  • Salesforce experience (minimum 1+ years)
  • Must be detailed oriented

EDUCATION and/or EXPERIENCE

High School diploma or general education degree (GED); additionally, any undergraduate education desirable, minimum 2 years’ experience and/or training in P&C Insurance desired; or equivalent combination of education and experience. 

Salesforce experience and Strong Excel Program knowledge is required.

LANGUAGE SKILLS

Must possess the ability to read and comprehend detailed instructions, correspondence, and memos as well as write simple correspondence. Must also be able to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

MATHEMATICAL SKILLS

Must be proficient with the following: addition, subtraction, multiplication, and division in all units of measure, using whole numbers, common fractions, and decimals. 

REASONING ABILITY

Must be able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Must also be able to deal with problems involving several concrete variables in standardized situations.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Strong organizational and task management skills. The ability to manage and communicate effectively to those that report to you. Strong relationship management and proven experience delivering high level if internal and external customer service. Computer proficiency with strong skills in Microsoft Office applications. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

CERTIFICATES, LICENSES, REGISTRATIONS

 An insurance related designation or license for Property and Casualty Insurance is preferred but not required. 

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.  The employee frequently is required to reach with hands and arms.  The employee is occasionally required to stand and walk.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

SUPERVISORY RESPONSIBILITIES

There are no supervisory responsibilities

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

NOTE:  This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions associated with the job.  While this list is intended to be an accurate reflection of the current job, Frontline Insurance reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change.