Sales & Marketing Coordinator

$40,000 - $50,000/Yr

Unclassified - Pensacola, FL

Full-time

Pensacola, FL

About the position

As a Sales & Marketing Coordinator at Combined Insurance Services of Nort, you will play a pivotal role in bridging the gap between our sales, marketing, and administrative teams. This position is essential for ensuring smooth operations, delivering exceptional customer service, and executing successful marketing initiatives. You will be expected to take a proactive approach, demonstrating attention to detail and a strong understanding of our products, systems, and processes. Your contributions will directly impact our ability to serve clients effectively and drive our marketing efforts forward. In this role, you will be responsible for maintaining up-to-date knowledge of our products and services, which is crucial for assisting clients and supporting the sales team. You will handle client inquiries related to benefits, billing, and other relevant topics, ensuring that all interactions are conducted promptly and professionally. Additionally, you will assist clients with necessary documentation, including DMI documentation, and play a key role in client renewals and acquisition by conducting thorough needs analyses and providing accurate quotes. Your responsibilities will also include managing delinquency issues by making outbound calls and advising clients on available rewards and incentives. You will be tasked with administrative duties such as collecting outstanding documentation, processing termination requests, and ensuring that all client data is accurately inputted into our Agency Management System (AMS). Furthermore, you will schedule appointments for clients and team members, ensuring that all parties are well-informed and prepared for meetings. In addition to these responsibilities, you will utilize your digital marketing skills to support various marketing campaigns and assist in creating and managing digital marketing assets. This position offers an exciting opportunity to be at the forefront of our sales and marketing efforts, contributing to our continued growth and success.

Responsibilities

• Learn and stay updated on our products, systems, and processes to effectively assist clients and support the sales team.
• Address client inquiries related to benefits, billing, IDs, and other relevant topics promptly and professionally.
• Assist clients with retrieving, uploading, tracking, and completing necessary documentation, such as DMI documentation.
• Renew current clients, especially off-marketplace clients, by conducting a thorough Needs Analysis, providing quotes, and completing applications.
• Input client data accurately into our Agency Management System (AMS) for efficient tracking and management.
• Assist in managing delinquencies by making outbound calls, checking the FB system for updates, and advising clients on rewards and incentives.
• Work on the cancel list from the FB system, ensuring accuracy, and reach out to clients with the aim of retaining their business.
• Collect outstanding binders and other necessary documentation from clients.
• Process termination requests by collecting documentation, sending to the FB system, and updating AMS accordingly.
• Collect On-Marketplace Consumer Consent Forms as required.
• Schedule appointments for clients and team members efficiently, ensuring all parties are informed and prepared.
• Utilize digital marketing skills to support marketing campaigns across various platforms.
• Assist in creating and managing digital marketing assets as needed.

Requirements

• 215 License (Life, Health, and Variable Annuities) - within the first 3 months of employment
• Proficiency in Microsoft Word and Excel
• Excellent organizational and multitasking abilities
• Strong interpersonal and communication skills
• Attention to detail and accuracy
• Ability to learn and adapt to new systems and processes quickly

Benefits

• Bonus/Commission Opportunities Available!