Sales & Marketing Support Coordinator

166 Proctor Loan Protector; Troy (MI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, V

ESPP & 401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Job summary

Proctor Loan Protector is seeking a Sales-Marketing Support Coordinator in Michigan to support the sales, marketing, service, and underwriting teams. You will organize quotes, generate proposals, bind new client business, and support policy production for new accounts.

The role requires handling multiple tasks, updating Salesforce, and coordinating with CPI inquiries and Specialty Lines activities as the program grows.

Qualifications

• High School Diploma/GED required with strong MS Office skills.
• MS Word & Excel proficiency required to manage data and documents.
• Experience handling sensitive information with confidentiality and discretion.
• Excellent verbal and written communication; strong phone demeanor.

Responsibilities

• Manages insurance quote process, applications and proposal generation.
• Manages setup of new clients in systems (Salesforce, AS400, SentryFile).
• Binds new client business and tracks sales activity.
• Updates/maintains data in Salesforce for all products and new business.
• Tracks/maintains sales cycle in Salesforce for new business.
• Manages the Broker of Record (BOR) process and agency relationships.

Skills

MS Word & Excel

Attention to detail

Confidentiality

Discretion

Phone demeanor

Oral and written communication

Education

High School Diploma/GED

Tools

Salesforce

SentryFile

AS400

Qvidian

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

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

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

• 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.

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”. Known in the industry for innovative solutions, collaborative partnerships, and superior customer service, Proctor Loan Protector has been a consistent leader in providing insurance products and services to protect banks, loan originators, mortgage servicers, subservicers, property investors, Property & Casualty agencies, and government entities for over four decades. Proctor’s service deliverables are concentrated almost exclusively on lender-placed insurance, hazard tracking and related services that complement our primary offering. Focusing energies on such specialization, Proctor has grown to be a respected industry expert. Proctor is a company of dedicated teammates who are committed to protecting their clients' portfolios and providing the best customer service experience for their borrowers. The teammates at Proctor are tenured, intelligent, and experienced in the mortgage and insurance industries. Proctor Loan Protector is a wholly-owned subsidiary of Brown & Brown, Inc. Among the top ten insurance intermediaries in the United States, Brown & Brown invests in Proctor Loan Protector’s technology, people, and infrastructure to enhance the client and borrower experience and provide long-term financial stability. Proctor Loan Protector is a silver-level certified veteran-friendly employer.