Insurance Sales Coordinator

Remote, USA Full-time
K2 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. 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 Skills 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 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 Overview K2 Insurance Services is a specialty insurance services platform providing underwriting and distribution to P&C carriers. It was founded in 2011, and is headquartered in San Diego, California, USA, with a workforce of 501-1000 employees. Its website is
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