K2 Insurance Services · 3 days ago
Insurance Sales Coordinator
Santa Clara, CA, US
Full-time
Hybrid
New Grad, Entry Level
$70K/yr - $80K/yrK2 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.
Financial ServicesInsurance
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
Qualification
Required
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
Preferred
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
K2 Insurance Services
K2 Insurance Services is a specialty insurance services platform providing underwriting and distribution to P&C carriers.
Founded in 2011
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2022-12-01Acquired
Leadership Team
Chris W.
Chief Growth Officer
Scott Roe
Chief Marketing Officer
Recent News
Business Wire
2025-08-13
Venture Capital
2025-07-31
Company data provided by crunchbase