Physicians Mutual Insurance Company

The Sales Support Coordinator represents Agency by providing comprehensive sales support to its Sales Directors, Brokerage Relationship Managers, Agency Principals and Agents. Coordinates the day-to-day business support functions to help Agency’s distribution partners generate sales. Collaborates with Sales Management and actively participates in the national recruitment of new Agents, Agencies and large Marketing organizations. Gains understanding of the organizational and pay structure and helps coordinate the contracting process to appoint independent Agents to sell Company products. Facilitates the new Agent onboarding process. Conducts Product and Systems Certification and trains Agents on the use of approved sales and marketing materials. Coordinates the processing of new business insurance applications and serves as case coordinator from submission, to premium handling, to issue, to policy delivery. Responsible for professional and quality customer service to policyholders, Agents and Agency’s distribution partners, outside vendors and Home Office personnel. Creates and fosters working relationships with Agents, Field Sales Management and Agency Principals and their support staff.

ABOUT THE JOB

Required Qualifications: Bachelor’s degree is required OR equivalent experience.Approximately 4 years administrative experience required, preferably in an insurance or financial sales support capacity. Knowledge of insurance department and HIPAA privacy regulations is helpful. Knowledge, Skills, Abilities and Personal Characteristics:Self-motivated and able to operate with minimal supervision.Working knowledge of product, benefit coverage and underwriting guidelines for Physicians Mutual.Working knowledge of Company policies and procedures and Industry regulations.Strong personal computer skills including Internet, Microsoft Word and Excel.Strong written and verbal communication skills.Ability to work independently in a team environment.Ability to establish and maintain effective professional relationships with Sales Management Agents and Home Office personnel.Strong interpersonal and organizational skills.Ability to work and thrive in a fast paced, deadline-oriented capacity.

RESPONSIBILITIES

• Provide comprehensive sales support to Sales Directors, Brokerage Relationship Managers, Agency Principals, and Agents.
• Coordinate day-to-day business support functions to aid distribution partners in generating sales.
• Participate in national recruitment of new Agents, Agencies, and large Marketing organizations.
• Facilitate the new Agent onboarding process including Product and Systems Certification.
• Coordinate the processing of new business insurance applications and serve as case coordinator from submission to policy delivery.

QUALIFICATIONS

• Bachelor’s degree or equivalent experience.
• Approximately 4 years administrative experience, preferably in an insurance or financial sales support capacity.
• Knowledge of insurance department and HIPAA privacy regulations.
• Self-motivated with ability to operate with minimal supervision.
• Strong personal computer skills including Internet, Microsoft Word, and Excel.
• Strong written and verbal communication skills.
• Ability to establish and maintain effective professional relationships.

OTHER

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