Farmers Insurance office of Dave Franck-The District 08 Page · 1 day ago
Agent Apprenticeship
United States
Full-time
Remote
New Grad, Entry LevelFarmers Insurance office of Dave Franck is seeking an Insurance Sales Coordinator. This role is responsible for supporting the sales team by coordinating sales activities, managing customer relationships, and ensuring the smooth execution of the sales process.
Insurance
Responsibilities
Assist the sales team in generating leads through various methods, including research, referrals, and marketing campaigns
Schedule and coordinate appointments and meetings for the sales team with prospective clients
Prepare and distribute sales materials, presentations, and proposals
Track and monitor sales metrics, including leads, conversion rates, and sales performance
Serve as the primary point of contact for clients, addressing their inquiries and concerns promptly
Maintain and update client records in the CRM system, ensuring accuracy and completeness
Follow up with clients post-meeting to gather feedback and address any additional needs
Assist clients with policy changes, renewals, and claims processing
Prepare and submit insurance applications and policy renewals
Ensure all sales documentation is complete, accurate, and submitted in a timely manner
Manage the sales calendar, coordinating team schedules and client appointments
Generate and distribute sales reports and performance metrics to the sales team and management
Support marketing initiatives to generate new leads and promote the company’s insurance products
Assist with organizing and coordinating sales events, webinars, and community outreach activities
Utilize digital marketing tools and social media to enhance the agency’s visibility and engagement
Ensure all sales activities comply with state and federal regulations and company policies
Maintain the highest level of ethical standards and integrity in all business dealings
Work collaboratively with other team members and departments to ensure seamless client service
Participate in team meetings and training sessions to enhance knowledge and skills
Provide administrative and logistical support to the sales team as needed
Qualification
Required
High school diploma or equivalent
Must hold or be willing to obtain relevant state insurance licenses (Property & Casualty, Life & Health)
Excellent organizational, communication, and interpersonal skills
Strong attention to detail and ability to multitask
Proficiency in using CRM software, Microsoft Office Suite, and digital marketing tools
Self-motivated, proactive, and able to work independently
Ability to build and maintain relationships with clients and team members
High level of integrity and professionalism
Preferred
Bachelor's degree in Business, Marketing, or a related field
Previous experience in sales support, customer service, or the insurance industry
Benefits
Commission Only
Dental Insurance
Health Insurance
Life Insurance
Paid Time Off (PTO)
Vision Insurance
Work from Home
Flexible Schedule
Hands on Training
Disability Insurance
Career Growth Opportunities
Company
Farmers Insurance office of Dave Franck-The District 08 Page
We all work together to help support our agents. We provide one on one training, mentorship and guidance for all aspects your business.
Founded in 2006Aurora, Illinois, US
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase