Sales Coordinator

Reliance Partners; Chattanooga (TN); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading insurance firm in Chattanooga, Tennessee, is seeking a Sales Coordinator to maintain and process prospect and client accounts efficiently. The role involves collaborating with Account Executives on accounts, handling submissions, proposals, and finance contracts, and utilizing CRM tools for business updates. Candidates should have strong communication and organizational skills, preferably with a Commercial Property & Casualty insurance license. This role requires adaptability in a fast-paced environment.

Qualifications

• Excellent verbal and written communication and people management skills.
• Ability to work as part of a team in a fast-paced environment.
• Strong computer skills with various software including Microsoft Office.

Responsibilities

• Work with Account Executive on assigned New and Renewal accounts.
• Use sales tools and CRM to update new and renewal business life cycle.

Skills

Excellent verbal and written communication skills

People management skills

Ability to interact professionally

Organizational skills

Adaptability

Strong computer skills

Education

Active resident state Commercial Property & Casualty insurance license

Tools

CRM software

Microsoft Office

Job description

Position Description: The Sales Coordinator will perform duties primarily related to the efficient and accurate maintenance and processing of prospect and client accounts.

Job Scope: This position requires employee to perform duties independently or with minimal supervision while operating from the established direction and instruction of the SVP of Strategic Accounts and agency manual. Daily decisions, required by this position, are typically made by following general company policy, insurance contract requirements, company underwriting guidelines, insurance laws (State or Federal), as well as independent decision making or judgment.

Primary Responsibilities:

• Work with Account Executive on assigned New and Renewal accounts
  • Set up submissions, proposals, and finance contracts
  • Obtain IFTAs, Loss Runs, and Financials from the client
  • Obtain current equipment and driver schedule from the client
  • Complete IFTA and Loss Summaries
  • Complete company required applications
  • Confirm FMCSA filings are complete
  • Maintain records of existing clients and prospects
• Use Reliance sales tools and CRM to update new and renewal business life cycle

Job Requirements:

• Active resident state Commercial Property & Casualty insurance license preferred
• Must have excellent verbal and written communication and people management skills
• Ability to interact with employees and customers in a professional manner
• Able to work as part of a team in a fast-paced environment
• Must be organized and logical, willing to adapt quickly to changing policies and procedures
• Strong computer skills with various software including Microsoft Office, E-Mail, and Internet
• Must be able to effectively communicate verbally and in writing with others

Supervisory Responsibility:

This position is not a supervisory position in nature.