Sales & Marketing Support Coordinator

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

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Who are we? What do we do? Company Overview:

Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. While weaving compliance throughout all our applications and technologies, Proctor Loan Protector operates as an extension of our clients, where partnership meets innovation.

What’s the culture like at Proctor Loan Protector?

At Proctor Loan Protector, we are committed to fostering a workplace that values diversity and personal growth. As we continue to grow and expand, this allows us to offer career paths and opportunities. We are dedicated to ensuring that all our teammates feel valued and work in a fun and rewarding work environment.

What can I expect from working at Proctor Loan Protector?

• Fun work environment with a variety of work
• Being part of a team
• Career growth
• Ability to highlight your skills
• Feel valued
• Great benefits, pay and culture

Summary

The Sales-Marketing Support Coordinator supports the sales, marketing, service, and underwriting departments at Proctor Loan Protector. This position organizes quote and proposal requests, generates proposals for sales representatives and agents, binds new client business, and supports policy production for new accounts.

Essential Duties and Functions

Include the following.

General

• Adhere to a set schedule.
• Other duties as assigned.

New Business, Quoting and Proposals

• Manages insurance quote process, insurance applications, and proposal generation.
• Manages setup of new clients in systems.
• Binds new client business.
• Updates/maintains data in Salesforce.
• Tracks/maintains sales cycle in Salesforce for all products for new business.
• Manages the Broker of Record (BOR) process.
• Serves as liaison for CPI inquiries; requests and submits, and works with Allied Solutions to obtain information needed to quote.
• Supports quoting, proposal and submission activity for Specialty Lines products, including learning product-specific requirements, carrier appetites and forms as the Specialty Lines offering develops.
• Maintains proposal integrity and accuracy with Qvidian.

Agency Management

• Serves as the primary day-to-day administrative point of contact for agents and agencies, responding to requests within established SLAs.
• Handles new agent set up in AS400 and Salesforce; obtains licensing information, W-9 and TIN matching, P&C licenses, and E&O certificates for new agency contracts.
• Prepares, issues, tracks and follows up on agency contracts and appointment paperwork through to full execution.
• Performs SentryFile maintenance of agency contracts and documents, ensuring every agency file is complete, current and retrievable.
• Monitors expiring agent and agency credentials (P&C licenses, E&O certificates, W-9s) and proactively requests renewals before lapse to prevent gaps in appointment or commission eligibility.
• Maintains accurate agent and agency records, hierarchy, and contact data across AS400 and Salesforce so reporting and commissions are correct.
• Resolves or escalates agent inquiries regarding appointments, contracting status, product availability, commissions and reporting.
• Generates monthly agent reports including Premium & Claims, Commission Detail, and Loan Detail reports, and distributes them accurately and on schedule. Generates annual Agency Bonus reports for Treasury Team.
• Partners with Marketing to maintain agent distribution lists and to support agent-facing communications.

Reporting and Administration

• Generates monthly new business reports.
• Maintains working knowledge of internal policies and procedures to ensure SLAs are met on all sales support activities.
• Maintains and follows documented procedures (SOPs) for assigned processes and flags needed updates.

Competencies

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills—the individual maintains confidentiality, remains open to others’ ideas and exhibits willingness to try new things.
• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

• High School Diploma/GED required
• Microsoft Office proficiency, including MS Word and Excel
• Michigan Property & Casualty license, or willingness to obtain within 6 months
• 1 – 3 years’ experience in a similar position
• Working knowledge of internal policies and procedures to ensure SLAs are met on sales support activities
• Strong attention to detail and follow-through on multi-step documentation processes
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Ability to use discretion, exercise good judgment and resourcefulness

Preferred

• Practical knowledge of personal computers and company programs (Salesforce, SentryFile, AS400, Qvidian)
• Prior experience with agent or agency contracting, licensing and appointment processes
• Experience in lender-placed insurance, insurance tracking, or loss draft processing

Physical Requirements Necessary on a Regular Basis

• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day
• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day
• Vision sufficient for use of a computer monitor.
• Sedentary position. Ability to sit at a desk 7-8 hours per day.
• Workers are not substantially exposed to adverse environmental conditions.
• Lifting and/or carrying (<10 lbs.)
• Manipulate small and/or large bulky objects.
• Standing, reaching, kneeling, stooping, bending, pushing and pulling may be required.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health &Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".