<p>Position Overview</p><p>Our client, an established insurance organization, is seeking a detail-oriented and customer-focused Sales Support Coordinator to provide administrative and operational support to the sales team. This individual will play an important role in supporting day-to-day sales activities, coordinating client communications, maintaining accurate records, and helping ensure a seamless experience for prospective and existing clients.</p><p>The ideal candidate is organized, proactive, and comfortable working in a fast-paced, deadline-driven environment. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities while providing exceptional support to sales professionals and clients.</p><p>Key Responsibilities</p><ul><li>Provide day-to-day administrative support to insurance agents, account executives, and the sales team.</li><li>Assist with preparing proposals, quotes, presentations, and other client-facing sales materials.</li><li>Coordinate the collection of client information and documentation needed for insurance applications and policy processing.</li><li>Enter, update, and maintain accurate client, prospect, and policy information within internal databases and CRM systems.</li><li>Follow up with clients, insurance carriers, and internal departments regarding outstanding documentation, quotes, renewals, and policy updates.</li><li>Assist with processing new business applications, policy changes, endorsements, and renewals.</li><li>Track sales activity, maintain pipeline reports, and assist with preparing sales performance reports.</li><li>Coordinate client meetings, appointments, and follow-up communications.</li><li>Respond to incoming client inquiries and route requests to the appropriate sales or account management team members.</li><li>Support the sales team with prospecting activities, lead tracking, and maintaining organized client records.</li><li>Assist with preparing renewal documentation and monitoring upcoming policy expiration dates.</li><li>Ensure all client documentation is organized, accurate, and maintained in accordance with company procedures.</li><li>Provide general administrative and operational support to the sales department as needed.</li></ul><p><br></p>

<p>Qualifications</p><ul><li>1–3+ years of experience in sales support, sales coordination, administrative support, or customer service.</li><li>Previous experience within the insurance, financial services, or professional services industry preferred.</li><li>Strong organizational skills and exceptional attention to detail.</li><li>Excellent written and verbal communication skills.</li><li>Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.</li><li>Experience with CRM systems, agency management systems, or sales tracking platforms preferred.</li><li>Ability to manage multiple priorities and meet deadlines in a fast-paced environment.</li><li>Strong customer service skills and a professional, solutions-oriented approach.</li><li>Ability to handle confidential client and policy information with discretion.</li><li>Comfortable collaborating with sales professionals, clients, insurance carriers, and internal departments.</li></ul><p>Ideal Candidate</p><p>The successful candidate is a dependable, proactive, and service-oriented professional who enjoys supporting a sales team and contributing to overall business success. They are comfortable balancing administrative responsibilities with client communication and follow-up, take pride in maintaining accurate records, and understand the importance of timely and organized sales support. Previous experience with insurance policy administration, quoting, renewals, or agency operations is a plus.</p>

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