Sales Coordinator

Description

Job Summary: Our Sales Coordinator oversees production tracking, sales executive support, carrier coordination, and operational compliance across multiple platforms to drive departmental performance and strengthen agency carrier relationships.

Full-time, on-site position, Monday through Friday | 8am - 4:30

Responsibilities

• Producer Tracker and distribute to Sales Executives monthly
• Assemble and Manage an overall production tracker
• Track and calculate production goals for Sales Execs
• Attend Carrier Meetings (Virtual and In-Person)
• Track Carrier Monthly Reports and track progress toward goals
• Attend Weekly Sales Consulting Calls weekly and send out summary notes, as well as track sales projects
• Approve Expense Reports
• Monitor Leads Programs
• Monitor Sales Software usage
• Track Broker and Cross-Selling Initiatives based on Financial Reporting
• Reviewing Various Reports with Producers
• Online Educational Training Auditing
• Maintain Hit Lists from Top 10 Carriers
• Respond to Carrier Requests for Agency Information (Existing and New Contracts)
• Manage AI Initiatives
  
  

Position Requirements

Requirements

• High School Diploma or equivalent
• Active Property and Casualty Insurance Producer License
• Experience in insurance operations, sales support, or agency administration preferred.
• Working knowledge of Commercial Lines, Farm, and Life/Health insurance.
• Experience collaborating with carriers on reports, meetings, and contracts.
• Strong Excel and data-analysis skills with the ability to resolve reporting issues.
• Comfortable managing multiple technology platforms and ensuring user compliance.
• Excellent communication, organization, and project-management abilities.
• Detail-oriented, proactive problem solver who works well independently and across teams.
• Able to handle confidential information with sound judgment.
  
  

About the Organization Dimond Bros. Insurance, LLC has been in the business of helping people like you find insurance solutions for individuals, businesses, and government entities for over 150 years. Founded in 1867 by Albert Dimond in Arcola, Illinois, our small agency of just two employees has grown to be one of the largest independent insurance agencies with locations in Illinois, Indiana, South Carolina, and Wisconsin.

Our great people make Dimond Bros. a great place to work! Apply now to join our family!

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.