Sales Operations Coordinator (Insurance)

iperceptions; Town of Florida (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health & Wellness benefits

401k Retirement Plan with match

Four weeks of PTO

Job summary

A community-focused insurance company in New York is seeking an Agency Operations Administrative Coordinator to provide vital administrative support for the Business Development team. Responsibilities include coordinating agency operations, managing incoming calls, and ensuring data accuracy in systems. Candidates should have a minimum of 1 year of insurance experience, proficiency with Salesforce, and strong communication skills. This role offers a collaborative work environment with robust benefits, including health insurance and a retirement plan.

Qualifications

• Must have prior insurance experience (minimum 1+ years).
• Detail-oriented with strong organizational skills.
• Ability to read and write simple correspondence.

Responsibilities

• Coordinate new agency set ups and terminations.
• Assist with administrative duties for business development team.
• Handle incoming phone calls and project tracking.

Skills

Attention to detail

Salesforce administration

Communication skills

Problem-solving

Education

High School diploma or GED

Professional Insurance Industry Designation (440 or 220)

Tools

Salesforce

Guidewire

Job description

At Frontline Insurance, we are on a mission to Make Things Better, and our Agency Operations Administrative Coordinator plays a pivotal role in achieving this vision. We strive to provide high quality service and proactive solutions to all our customers to ensure that we are making things better for each one.

What makes us different? At Frontline Insurance, our core values – Integrity, Patriotism, Family, and Creativity – are at the heart of everything we do. We’re committed to making a difference and achieving remarkable things together. If you’re looking for a role, as an Agency Operations Administrative Coordinator, where you can make a meaningful impact and grow your career, your next adventure starts here!

Our Agency Operations Administrative Coordinator enjoys robust benefits:

• Health & Wellness: Company-sponsored Medical, Dental, Vision, Life, and Disability Insurance (Short-Term and Long-Term).
• Financial Security:401k Retirement Plan with a generous match.
• Work-Life Balance: Four weeks of PTO and Pet Insurance for your furry family members.

What you can expect as an Agency Operations Administrative Coordinator:

• Coordinate/Process new agency set ups, agency changes and agency terminations.
• Coordinate and manage step by step department processes manual.
• Assist SVP of Business Development, Director of Agency Operations, Manager of Agency Operations, and Business Development Managers with administrative duties required with the ability to respond in a timely manner.
• Assists the Business Development department staff with questions by researching the appropriate areas and replying in a timely manner
• Handle incoming phone calls to the Business Development 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 Business Development 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.
• 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 Business Development 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

What we are looking for as an Agency Operations Administrative Coordinator:

• Professional Insurance Industry Designation, 440 or 220 insurance license
• Prior Insurance experience (minimum 1+ years)
• Salesforce Administrator experience (minimum 1+ years)
• Must be detailed oriented
• 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.
• 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.
• Must be proficient with the following: addition, subtraction, multiplication, and division in all units of measure, using whole numbers, common fractions, and decimals.
• 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.

Why work for Frontline Insurance?

At Frontline Insurance, we’re more than just a workplace – we’re a community of innovators, problem solvers, and dedicated professionals committed to our core values:Integrity, Patriotism, Family, and Creativity.
We provide a collaborative, inclusive, and growth-oriented work environment where every team member can thrive.

Frontline Insurance is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.