Agency Sales Coordinator

About the role

The Agency Sales Coordinator works to advance the agency’s sales strategy, equipping producers and account executives with the processes, tools, training, and insights they need to succeed. This role does not directly supervise producers; instead, it serves as a force multiplier across the sales organization, owning the end-to-end execution of sales initiatives, CRM and agency management system optimization, sales reporting and analytics, producer onboarding and training programs, and carrier-facing sales support.

Responsibilities

• Partner with Senior Leadership to operationalize the agency’s sales strategy, translating goals into actionable plans, milestones, and producer-level initiatives.
• Cook up and execute cross-sell, account rounding, and referral programs that deepen client relationships and increase revenue per household and per business account.
• Create sales playbooks, proposal templates, and producer-facing tools that elevate the quality and consistency of every client interaction.
• Create dashboards, scorecards, and presentations for the COO and department leaders that report on pipeline health, win rates, retention, and producer performance.
• Plan and coordinate sales campaigns, carrier appetite roadshows, and producer recognition activities in partnership with marketing and department managers.
• Lead producer onboarding and ongoing sales training programs, coordinating ride-alongs, joint calls observation, and structured coaching plans developed with leadership.
• Coach producers and account executives on sales process discipline, CRM hygiene, opportunity management, and follow-up cadence — without acting as their direct supervisor.
• Maintain confidentiality of producer compensation, pipeline, and performance information while serving as a trusted resource to the entire sales team.
• Stay current with insurance regulations and ensure sales activities, marketing materials, and producer practices remain compliant.
• Own administration and optimization of the CRM (Agency Zoom) and integration points with the Agency Management System (AMS360), including workflow design, automation, user adoption, and reporting.
• Evaluate, recommend, and implement new sales tools and technologies; serve as project manager and trainer for sales-related technology rollouts.
• Develop and maintain key performance indicators for lead conversion, pipeline velocity, quote-to-bind, retention, and producer activity, and embed these metrics into routine sales management.
• Continuously analyze sales processes end-to-end, identify friction points, and implement improvements that increase producer capacity and shorten the sales cycle.
• Monitor industry trends, competitor practices, and emerging technologies, and bring forward recommendations that keep TROXELL ahead of the market.

Requirements

• Bachelor’s degree in Business, Marketing, Insurance Management, or a related field is required.
• 1–4 years of experience in sales operations, sales enablement, agency operations, or a closely related role within the insurance industry or a comparable professional services environment.
• Property & Casualty License at hire or within 180 days of hire. Must maintain license during employment.
• Proficiency with Customer Relationship Management tools (Agency Zoom experience strongly preferred) and Agency Management Systems (AMS360 experience strongly preferred).
• Demonstrated ability to design, document, and improve sales processes and to drive adoption of new tools and workflows across a producer team.
• Strong analytical skills with the ability to build reports, interpret sales data, and translate insights into recommendations for leadership.
• Excellent written and verbal communication skills, with credibility and confidence to influence producers, department managers, and executives without direct authority.
• Highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and multiple concurrent projects.

Qualifications

• Ability to coach, mentor, and train team members on sales process and technology without acting as their direct supervisor.
• High level of proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); comfortable learning new software applications quickly.
• Must demonstrate competence in computer and office equipment operations.
• Must be able to secure and maintain insurance licensure during employment.

Skills

• Customer Relationship Management tools (Agency Zoom experience strongly preferred)
• Agency Management Systems (AMS360 experience strongly preferred)
• Strong analytical skills
• Excellent written and verbal communication skills
• Ability to coach and mentor
• High level of proficiency with Microsoft Office

Benefits

TROXELL offers a competitive salary with a comprehensive benefit package including Medical, Dental, Vision, Flexible Spending, Employer Paid Life Insurance, Short Term and Long Term Disability, 401(k) with Employer match, Paid Time Off, and Continuing Education.

Pay

Competitive salary.

Schedule

Full-time. Hours are 8:00 am to 4:30 pm. This position is not hybrid.