Sales & Marketing Enablement Specialist

Proctor Financial, Inc.; Daytona Beach (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Proctor Loan Protector is seeking a Sales-Marketing Support Coordinator to assist the sales, marketing, service, and underwriting teams. The role focuses on organizing quote requests, generating proposals for sales reps and agents, binding new client business, and supporting policy production for new accounts.

Primary duties include managing quotes, setting up new clients in systems, maintaining Salesforce data, and producing monthly agent reports.

Qualifications

• High School Diploma or GED required
• MS Word and Excel proficiency
• 1–3 years’ experience in a similar position
• Knowledge of internal policies to meet SLAs

Responsibilities

• Manage insurance quotes, applications and proposal generation.
• Set up new clients in systems and bind new client business.
• Maintain Salesforce data; track sales cycle for new business.
• Prepare monthly agent reports and annual Agency Bonus reports.

Skills

Sales support

Quoting

Data entry

Salesforce

Customer service

Education

High School Diploma/GED

Tools

MS Word

MS Excel

Job description

Proctor Loan Protector is seeking a Sales-Marketing Support Coordinator to assist the sales, marketing, service, and underwriting teams. The role focuses on organizing quote requests, generating proposals for sales reps and agents, binding new client business, and supporting policy production for new accounts.

Primary duties include managing quotes, setting up new clients in systems, maintaining Salesforce data, and producing monthly agent reports.