Field Sales Support & Operations Associate

Comparion Insurance Agency

Marlborough (MA)

On-site

USD 42,000 - 63,000

Full time

7 days ago
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Job summary

Comparion Insurance Agency in Marlborough, MA seeks a Field Sales Support Associate to provide critical support across local sales, marketing, operations, and administration. You will back the Regional Manager, Sales Managers, and agents to meet production, operational, and engagement goals.

The role requires strong organizational and communication skills, proficiency with MS Office, and the ability to prepare presentations and analyze metrics.

Qualifications

  • Effective organizational, interpersonal and communication skills required.
  • Ability to apply administrative, analytical, and communication skills and understand business operations.
  • Ability to use software applications (e.g., MS Office) to create exhibits, presentations, reports, spreadsheets, marketing materials, etc.
  • Proficiency with Excel and PowerPoint preferred.
  • Typically requires a minimum of 2 years of relevant experience in a support role with emphasis on organizational, analytical or marketing functions.

Responsibilities

  • Coordinates and supports branch office, marketing, meetings, events, and branch-wide contests, including arranging conference rooms and catering.
  • Tracks and follows up on sales activities to aid management and improve future planning and productivity.
  • Supports branch offices' communication of metrics by updating routine information for huddle boards and preparing charts and presentations.
  • Runs KPI data using Excel, MicroStrategy, and other company systems and communicates results to stakeholders.
  • Assists with compliance-related work, including application compliance, data accuracy, binder control and related controls.
  • Provides office management support across multiple branches, including accounts payable, equipment inventory, and supplies monitoring.

Skills

Organizational skills
Interpersonal skills
Communication skills
MS Office
Excel & PowerPoint

Tools

MS Office

Job description

Comparion Insurance Agency in Marlborough, MA seeks a Field Sales Support Associate to provide critical support across local sales, marketing, operations, and administration. You will back the Regional Manager, Sales Managers, and agents to meet production, operational, and engagement goals.

The role requires strong organizational and communication skills, proficiency with MS Office, and the ability to prepare presentations and analyze metrics.

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