Life Sales & Growth Coordinator

Michigan Farm Bureau Family of Companies; Lansing (MI); Hybride; USD 42 000 - 62 000; Plein temps

Avantages offerts par ce poste

Full benefits package (medical, dental

Vision

Résumé du poste

Michigan Farm Bureau Family of Companies is seeking a versatile member to support Life & Annuity Field Services and Internal Sales. The role coordinates field training, leverages CRM and BI tools to uncover opportunities, and provides essential administrative support to connect agents, leadership, and home office teams.

The ideal candidate has at least two years in a professional office or customer service role, familiarity with Salesforce, and a strong command of MS Office.

Qualifications

• High school diploma or equivalent required.
• Associate's or Bachelor's degree preferred, with focus on business administration, management, insurance, math, or finance.
• Familiarity with SalesForce required.
• Minimum of two years in professional office experience or customer service role required.

Responsabilités

• Coordinate field training efforts, scheduling, logistics, communications, and follow-up with field leadership and trainers.
• Identify Life and Annuity sales opportunities using CRM and BI tools and communicate with Internal Sales.
• Organize, prioritize, and track opportunities, ensuring follow-up and proper routing.
• Provide relevant opportunity information, reporting, and administrative support to advance Life and Annuity growth.

Connaissances

Customer service

Administrative support

Communication

Formation

High school diploma or equivalent

Associate's degree in business/insurance/finance

Bachelor's degree in business/management/insurance/finance

Outils

Salesforce

MS Outlook

MS Word

MS Excel

MS PowerPoint

Description du poste

To support Life Company growth by coordinating field training efforts, identifying sales opportunities through CRM and business intelligence resources, and providing administrative and project support across Life & Annuity Field Services and the Internal Sales function. To connect field agents, field leadership, Home Office teams, and internal sales resources by coordinating training, uncovering opportunities, special project support, tracking department and sales growth, and supporting timely follow-up.

Coordinate field training efforts by supporting scheduling, logistics, communications, participation tracking, follow-up, and coordination with field leadership, trainers, and internal partners.

Utilize CRM systems, reporting tools, and other business resources to identify potential Life and Annuity sales opportunities for both field agents and the Internal Sales team.

Organize, prioritize, and track identified opportunities, ensuring appropriate follow-up, routing, documentation, and visibility into opportunity status and outcomes.

Support the Internal Sales team and field agents by providing relevant opportunity information, reporting, resources, and administrative assistance that helps advance Life and Annuity growth.

Required

• High school diploma or equivalent required.
• Associate's or Bachelor's degree preferred, with focus on business administration, management, insurance, math, or finance.
• Familiarity with SalesForce required.
• Minimum of two years in professional office experience or customer service role required.

Preferred

• Experience in Microsoft Outlook, Word, Excel, and PowerPoint required.
• State of Michigan Licensing in Life preferred.
• Minimum six months of insurance industry experience required, life and annuity related preferred.

Note

This is a Hybrid position working both Remotely from the State of Michigan, and On-site at the Farm Bureau Center located in Lansing Michigan.

• Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.