Sales Coordinator/Support

Position Overview

The Sales Coordinator Support plays a critical role in assisting Producers with the quoting, binding, and administrative processing of insurance policies. This position ensures accuracy, completeness, and timely follow-up with carrier underwriters and insureds while maintaining high-quality data entry and system integrity across agency platforms.

This role requires strong attention to detail, proactive communication skills, and experience working within insurance management systems such as Applied EPIC and carrier portals.

Key Responsibilities

Producer Support

• Assist Producers with quoting and binding policies
• Review applications and documentation for completeness and accuracy
• Attach emails and supporting documents within agency management systems
• Follow up with carrier underwriters and insureds to obtain missing information
• Monitor and track outstanding quotes and policy documents
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