Insurance Coordinator

AAA Hoosier Motor Club; Indianapolis (IN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Paid holidays

401k with match

HSA dollars

Free AAA Plus

Service anniversary

CIP

LTD & Basic Life Insurance

Job summary

AAA Hoosier Motor Club is seeking an organized, proactive Insurance Coordinator to provide administrative and operational support to our insurance sales and service teams. This role helps keep the agency moving efficiently by supporting day-to-day activities, coordinating processes, maintaining accurate information, and assisting both sales and operations leadership.

The ideal candidate is highly organized, comfortable managing multiple priorities, communicates well, and enjoys being the person

Qualifications

• High school diploma or equivalent required.
• Previous administrative, insurance, financial services, customer service, or sales support experience preferred.
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Provide administrative support to the insurance sales team and sales leadership.
• Assist with lead distribution, tracking, and follow-up activities.
• Support sales campaigns, referral programs, contests, and other department initiatives.
• Maintain and update sales tracking reports and performance information.
• Assist with preparation of sales materials, presentations, reports, and communications.
• Help coordinate new customer onboarding and follow-up activities.
• Support scheduling and coordination of sales meetings, training sessions, and team activities.
• Assist with tracking production goals, activities, and department initiatives.
• Provide administrative support to insurance operations and service leadership.
• Assist with department reporting, data entry, documentation, and record maintenance.
• Coordinate recurring reports and help ensure information is received and distributed on schedule.
• Support quality assurance, retention, and customer service initiatives.
• Assist with tracking department projects, deadlines, and action items.
• Help maintain department procedures, reference materials, and internal resources.
• Coordinate communications between sales, service, operations, and other internal departments.
• Identify administrative or workflow issues and bring them to leadership’s attention.
• Maintain organized electronic records and department files.
• Prepare spreadsheets, reports, presentations, and other documents as needed.
• Assist with meeting preparation, scheduling, agendas, and follow-up items.
• Monitor shared department resources and help route requests to the appropriate team member.
• Provide support for special projects and department initiatives.
• Perform additional administrative duties as needed to support the overall success of the insurance department.

Education

High school diploma or equivalent

Tools

Excel

Job description

ABOUT AAA HOOSIER:

Since its creation in 1902, AAA has become one of North America’s largest membership organizations. Today, AAA Hoosier provides roadside assistance, travel services, exclusive member discounts and benefits, and trusted financial and insurance services to nearly 400,000 Hoosiers. To learn more about AAA Hoosier offers, visit www.hoosier.aaa.com.

Here’s What is in it for YOU:

• A company culture that provides training and learning opportunities.


• A brand that you can be proud to be part of.


• A culture that will challenge you to be your best.


• Health / Dental / Vision benefits.


• Paid Time Off.


• Paid Holidays.


• Corporate Incentive Plan (CIP)


• Company provided LTD & Basic Life Insurance.


• Service Anniversary Recognition.


• Free AAA Plus Membership.


• Generous 401k w/ company match.


• Company provided HSA dollars.

Position Summary:

We are seeking an organized, proactive, and service-minded Insurance Coordinator to provide administrative and operational support to our insurance sales and service teams.

This role is designed to help keep the agency moving efficiently by supporting day-to-day activities, coordinating processes, maintaining accurate information, and assisting both sales and operations leadership.

The ideal candidate is highly organized, comfortable managing multiple priorities, communicates well, and enjoys being the person who helps keep everything, and everyone, on track.

Key Responsibilities:

• Provide administrative support to the insurance sales team and sales leadership.


• Assist with lead distribution, tracking, and follow-up activities.


• Support sales campaigns, referral programs, contests, and other department initiatives.


• Maintain and update sales tracking reports and performance information.


• Assist with preparation of sales materials, presentations, reports, and communications.


• Help coordinate new customer onboarding and follow-up activities.


• Support scheduling and coordination of sales meetings, training sessions, and team activities.


• Assist with tracking production goals, activities, and department initiatives.

Operations Support

• Provide administrative support to insurance operations and service leadership.


• Assist with department reporting, data entry, documentation, and record maintenance.


• Coordinate recurring reports and help ensure information is received and distributed on schedule.


• Support quality assurance, retention, and customer service initiatives.


• Assist with tracking department projects, deadlines, and action items.


• Help maintain department procedures, reference materials, and internal resources.


• Coordinate communications between sales, service, operations, and other internal departments.


• Identify administrative or workflow issues and bring them to leadership’s attention.

General Administrative Support

• Maintain organized electronic records and department files.


• Prepare spreadsheets, reports, presentations, and other documents as needed.


• Assist with meeting preparation, scheduling, agendas, and follow-up items.


• Monitor shared department resources and help route requests to the appropriate team member.


• Provide support for special projects and department initiatives.


• Perform additional administrative duties as needed to support the overall success of the insurance department.

Qualifications:

• High school diploma or equivalent required.


• Previous administrative, insurance, financial services, customer service, or sales support experience preferred.


• Strong organizational and time-management skills.


• Excellent written and verbal communication skills.


• Strong attention to detail and commitment to accuracy.


• Ability to manage multiple priorities in a fast-paced environment.


• Comfortable working with spreadsheets, reporting tools, email, and standard office software.


• Ability to learn new systems and processes quickly.


• Demonstrated ability to work independently while also supporting a collaborative team environment.


• Professional and dependable with the ability to appropriately handle confidential information.

What Success Looks Like:

A successful Insurance Coordinator will become a trusted resource for both the sales and operations teams. They will help reduce administrative burden on leadership, improve organization and follow-through, keep important initiatives moving, and allow sales and service employees to spend more of their time focused on customers.

This position is an excellent opportunity for someone who enjoys being involved in multiple areas of a business and wants to develop broader experience within insurance sales and operations.