Comparion Insurance Agency · 5 hours ago
Field Sales Suppt Sr Assoc, Comparion
Comparion Insurance Agency is seeking a Field Sales Support Senior Associate to provide critical support to local sales, marketing, operations, and administrative functions. The role involves mentoring teammates, tracking performance metrics, and coordinating various sales and marketing initiatives to enhance productivity and engagement.
Auto InsuranceFinancial ServicesInsuranceLife Insurance
Responsibilities
Supports sales reps and sales managers with the preparation and successful execution of local marketing opportunities of varying complexity, including on-sites, milk runs, community marketing, charity events, etc
Supports the tracking and manual follow up of sales activities to assist management in impacting current results or to improve planning and productivity for future events
Supports multiple branch offices` communication of metrics by updating and organizing routine information for inclusion in huddle boards
Prepares charts, graphs, or other presentations of varying complexity
Identifies data trends or potential issues requiring additional analysis
Runs key performance indicator data using Excel, Microstrategy, and other Company systems and communicates results to appropriate stakeholders via various mediums (e-mail, newsletters, PowerPoint, etc.)
Makes suggestions to improve the value and efficiency of the work
Supports Region and Branch Sales Promotion events including local contests, coordination of best practices, and the coordination of manager led sales training events
Provides support to compliance-related work, including application compliance, data accuracy, binder control and other compliance related controls as needed by sales manager
Coordinates and supports branch office meetings, events, and branch-wide contests with duties such as arranging conference rooms, and catering as needed
Supports multiple branch offices with various office management support including AP requests, equipment inventory, supply expenditures monitoring, administrative support, and other duties as requested
May provide training or support to others
Qualification
Required
Effective organizational, interpersonal and communication skills required
Ability to apply administrative, analytical, and communication skills and ability to acquire a better understanding of the business operations
Ability to use software applications (e.g MS Office) to create exhibits, presentations, reports, spreadsheets, marketing materials etc
Advanced proficiency with Excel and PowerPoint
Must demonstrate attention to detail in a fast-paced work environment and the ability to manage and prioritize multiple projects simultaneously to achieve results
Ability to effectively interact with Field management
Preferred
Preferably at least 1 year of related experience in a Sales Support role with an emphasis on organizational, analytical or marketing functions
Proficient in Salesforce with ability to support sales representative lead optimization and branch manager reporting
Benefits
Comprehensive benefits
Workplace flexibility
Professional development opportunities
Company
Comparion Insurance Agency
Comparion Insurance Agency is an insurance agency that provides auto, home, and life insurance services.
Funding
Current Stage
Late StageRecent News
Douglas County Sentinel
2024-02-18
Douglas County Sentinel
2023-12-23
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