Insurance Sales Coordinator

K2 Insurance Services, through its affiliate Aegis Specialty, is seeking an Insurance Sales Coordinator to support their property insurance business unit in Santa Clara, California. This entry-level position involves working closely with the sales team, preparing presentations, and managing communications to brokers.

Responsibilities

• Work closely with insurance sales team to support incoming marketing & sales related calls
• Prepare and make presentations promoting company products and services, including training presentations for producers and CE Course education
• Perform producer credentialing and user support functions
• Assist product team with quality assurance tasks
• Manage content and work with Marketing Coordinator for weekly/monthly communications
• Attendance at company workshops and events
• Process communication to brokers regarding (daily) pending cancellations
• Coordinate and perform work with insurance product team in furtherance of sales activities

Skills

• Ability to give presentations in person or via webinar is important
• Insurance sales and/or marketing experience is desired
• Excellent written and verbal communication skills
• General office computer and software skills should be excellent
• Strong attention to detail
• Strong organizational and analytical skills
• Ability to work efficiently with minimal supervision
• Professional, dependable and pro-active work style in a fast-paced environment
• CA Insurance license preferred
• Experience working MailChimp/Salesforce/CRM a plus

Benefits

• Competitive pay
• Bonus plan
• Medical, dental and vision insurance with no waiting period
• Paid time-off in year of hire
• 401(k) with employer match

Company Overview