Sales & Marketing Operations Coordinator

Brown & Brown, Inc.; Michigan; On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Job summary

Proctor Loan Protector seeks a proactive Sales & Marketing Support Coordinator to assist the sales, marketing, service, and underwriting teams. You will manage quotes, proposals, and new client setups, while supporting policy production for new accounts.

Key duties include maintaining Salesforce data, tracking the sales cycle, and handling agency contracts and licensing processes. A strong eye for detail and confidentiality is essential.

Qualifications

• High School Diploma/GED required.
• 1–3 years’ experience in a similar position.
• Proficiency with Microsoft Office (Word, Excel).
• Michigan Property & Casualty license or willingness to obtain within 6 months.
• Experience with Salesforce, SentryFile, AS400 and Qvidian preferred.

Responsibilities

• Supports sales, marketing, service, and underwriting departments.
• Manages quote and proposal requests and generates proposals.
• Binds new client business and supports policy production for new accounts.
• Maintains data and reports in Salesforce; tracks sales cycle.
• Prepares agency contracts and manages licensing and appointments for agencies.

Skills

Microsoft Office

Excel

Attention to detail

Communication skills

Education

Michigan Property & Casualty license

Tools

Salesforce

SentryFile

AS400

Qvidian

Job description

Proctor Loan Protector seeks a proactive Sales & Marketing Support Coordinator to assist the sales, marketing, service, and underwriting teams. You will manage quotes, proposals, and new client setups, while supporting policy production for new accounts.

Key duties include maintaining Salesforce data, tracking the sales cycle, and handling agency contracts and licensing processes. A strong eye for detail and confidentiality is essential.