Sales Operations Specialist

Overview

Summary:

This role provides administrative support to the business development and Sales team and works cross-functionally with underwriting, jeweler programs and sales team members. This role is crucial in day-to-day execution and keeping our department running smoothly.

Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.

As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.

We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.

• Responsible for maintaining and perfecting key contact information for jewelers, agents, and industry organizations within Sales Force, Guide Wire, and Agency Management systems.
• Continually reviews Sales Force processes as subject matter expert within sales and other departments in an effort to improve efficiencies.
• Process agency agreements, terminations, and agency changes within Sales Force, Guide Wire, and Agency Management systems as needed within the General Agency.
• Assist in coordinating profit sharing agreements and incentives, tracking, and communication to agents.
• Assist in due diligence and implementation of mergers and acquisitions as needed.
• Field incoming phone calls for commercial insurance leads, agency appointments, supply requests, and general agent/jeweler inquires as needed.
• Enter and assign incoming commercial leads (phone, email, web, tradeshow sources).
• Monitor assigned email inboxes and distribute to the appropriate team members.
• Process jeweler program and Care Plan enrollments.
• Assist in keeping Care Plan records and jeweler program contacts current.
• Distribute program compensation statements.
• Compile contact lists for marketing efforts.
• Organize meetings and distribute minutes to team members as needed.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma required, Associates degree preferred
• Must have two years of related experience; experience supporting a sales team (or similar fast-paced environment) is preferred
• Must have at least intermediate-level experience with MS Office Suite
• Salesforce experience is preferred
• Must be a self – starter who can work independently and without direct supervision
• Must have the ability to handle multiple priorities and be comfortable with deadlines
• Must have excellent skills with paying attention to details
• Must be inquisitive and comfortable asking questions
• Must be a team player

• Prolonged periods of sitting at a desk and working on a computer.
• Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

• Competitive Compensation & Benefits:
  Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture:
  Work alongside talented, passionate peers who value ownership and continuous learning.
• Community & Giving:
  Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
• Great Place to Work® Certified:
  Join a team recognized for an environment of innovation and growth.

We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting