Jewelers Mutual Group · 20 hours ago
Sales Operations Specialist
Neenah, Wisconsin, United States
Full-time
Onsite
Entry Level
2+ years expJewelers Mutual Group is committed to supporting the Jewelry industry with over a century of expertise. The Sales Operations Specialist role provides vital administrative support to the business development and sales team, ensuring smooth departmental operations and improving efficiencies across systems.
Financial ServicesInsuranceJewelryManufacturing
Responsibilities
Responsible for maintaining and perfecting key contact information for jewelers, agents, and industry organizations within SalesForce, GuideWire, and Agency Management systems
Continually reviews SalesForce processes as subject matter expert within sales and other departments in an effort to improve efficiencies
Process agency agreements, terminations, and agency changes within SalesForce, GuideWire, and Agency Management systems as needed within the General Agency
Assist in coordinating profit sharing agreements and incentives, tracking, and communication to agents
Assist in due diligence and implementation of mergers and acquisitions as needed
Field incoming phone calls for commercial insurance leads, agency appointments, supply requests, and general agent/jeweler inquires as needed
Enter and assign incoming commercial leads (phone, email, web, tradeshow sources)
Monitor assigned email inboxes and distribute to the appropriate team members
Process jeweler program and Care Plan enrollments
Assist in keeping Care Plan records and jeweler program contacts current
Distribute program compensation statements
Compile contact lists for marketing efforts
Organize meetings and distribute minutes to team members as needed
Qualification
Required
High school diploma required
Must have two years of related experience; experience supporting a sales team (or similar fast-paced environment) is preferred
Must have at least intermediate-level experience with MS Office Suite
Must be a self-starter who can work independently and without direct supervision
Must have the ability to handle multiple priorities and be comfortable with deadlines
Must have excellent skills with paying attention to details
Must be inquisitive and comfortable asking questions
Must be a team player
Preferred
Associates degree preferred
Salesforce experience is preferred
Benefits
Performance bonuses
Generous paid time off
Top-tier retirement program with 401(k) matching and additional company contributions
50% charitable gift matching
Paid volunteer time to support nonprofit causes
Company
Jewelers Mutual Group
Since 1913, we’ve been committed to supporting the jewelry industry and putting customers at the center of everything we do.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Murphy
President and CEO
Michael Pelto
Senior Vice President, Chief Technology Officer
Recent News
PR Newswire
2026-01-09
2025-09-04
Company data provided by crunchbase