Sales Coordinator

Position

Description:

The Sales Coordinator will perform duties primarily related to the efficient and accurate maintenance and processing of prospect and client accounts.

Job Scope: This position requires employee to perform duties independently or with minimal supervision while operating from the established direction and instruction of the SVP of Strategic Accounts and agency manual. Daily decisions, required by this position, are typically made by following general company policy, insurance contract requirements, company underwriting guidelines, insurance laws (State or Federal), as well as independent decision making or judgment.

• Work with Account Executive on assigned New and Renewal accounts
  • Set up submissions, proposals, and finance contracts
  • Obtain IFTAs, Loss Runs, and Financials from the client
  • Obtain current equipment and driver schedule from the client
  • Complete IFTA and Loss Summaries
  • Complete company required applications
  • Confirm FMCSA filings are complete
  • Maintain records of existing clients and prospects
• Use Reliance sales tools and CRM to update new and renewal business life cycle

• Active resident state Commercial Property & Casualty insurance license preferred
• Must have excellent verbal and written communication and people management skills
• Ability to interact with employees and customers in a professional manner
• Able to work as part of a team in a fast-paced environment
• Must be organized and logical, willing to adapt quickly to changing policies and procedures
• Strong computer skills with various software including Microsoft Office, E-Mail, and Internet
• Must be able to effectively communicate verbally and in writing with others

This position is not a supervisory position in nature.