K2 Insurance Services · 1 week ago
Insurance Sales Coordinator - Hybrid
Santa Clara, CA, US
Full-time
Hybrid
New Grad, Entry Level
$70K/yr - $80K/yrK2 Insurance Services, through its division Aegis Specialty, is seeking an Inside Insurance Sales Coordinator to support its property insurance business. This full-time position involves marketing and sales support, presentations, and collaboration with the insurance sales team while allowing for some remote work.
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
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
Preferred
Insurance sales and/or marketing experience is desired
CA Insurance license preferred
Experience working MailChimp/Salesforce/CRM a plus
Professional, dependable and pro-active work style in a fast-paced environment
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