Sales Coordinator

About the role

Legacy Risk Solutions is seeking a highly organized and collaborative Sales Administrator to support our growing sales organization. Reporting to the Chief Revenue Officer, this role serves as the operational backbone of a sales team of more than 200 producers, helping drive productivity, consistency, and execution across the organization. The ideal candidate enjoys improving processes, implementing technology, managing projects, and collaborating across departments to create a scalable sales infrastructure that supports continued growth.

Responsibilities

• Sales Operations & Technology
  • Lead the adoption, training, and ongoing support of sales technology and productivity tools.
  • Evaluate existing sales tools and identify opportunities to consolidate and improve technology platforms.
  • Coordinate new feature rollouts and system enhancements while driving user adoption.
  • Develop best practice guides, training resources, and documentation for producers and sales leadership.
  • Serve as the primary point of contact for sales tool support and user questions.
• Sales Strategy & Projects
  • Support the Chief Revenue Officer and Regional Vice Presidents with strategic sales initiatives and operational planning.
  • Coordinate and execute long-term sales projects, including RFP responses, safety program initiatives, expertise directories, and other revenue-generating initiatives.
  • Manage producer recognition programs, sales contests, and engagement initiatives.
  • Track strategic initiatives, project milestones, action items, and deadlines to ensure successful execution.
  • Partner with Regional Vice Presidents to coordinate sales activities, implementation efforts, and regional initiatives.
• Sales Reporting & Analytics
  • Prepare and distribute sales dashboards, scorecards, leaderboards, and performance reports.
  • Monitor and report on new business, retention, and business leakage by producer, office, and region.
  • Generate ad hoc reporting and performance analytics to support sales leadership decision-making.
  • Identify trends and opportunities that improve producer performance and operational effectiveness.
• Sales Communications & Enablement
  • Develop and distribute producer newsletters, leadership communications, and internal announcements.
  • Coordinate sales meetings, leadership meetings, training sessions, and producer events.
  • Develop and deliver training programs that improve producer utilization of sales systems, resources, and best practices.
  • Foster communication and alignment across sales leadership, producers, and cross-functional departments.
• Executive Support
  • Provide operational support to the Chief Revenue Officer and sales leadership team.
  • Coordinate cross-functional projects involving Sales, Marketing, Operations, Carrier Relations, and Agency Leadership.
  • Track executive priorities and follow up on strategic initiatives to ensure timely execution.
  • Assist with building scalable operational processes that support the continued growth of the sales organization.
  • Travel occasionally to regional offices and company meetings as needed.

Requirements

• Bachelor’s degree or equivalent professional experience required.
• Two or more years of experience in Sales Operations, Sales Enablement, Business Operations, Project Management, or a related field.
• Experience supporting a large, geographically dispersed sales organization preferred.
• Insurance, brokerage, or financial services industry experience preferred.
• Experience with Applied Epic or similar agency management systems preferred.
• Advanced proficiency in Microsoft Excel and the Microsoft Office Suite.
• Experience with CRM platforms, reporting tools, and sales technology is highly desirable.
• Strong project management, organizational, and analytical skills.
• Excellent written and verbal communication skills with the ability to communicate effectively across all levels of the organization.
• Demonstrated ability to manage multiple priorities, long-term initiatives, and cross-functional projects simultaneously.
• Self-starter with exceptional attention to detail, problem-solving skills, and an ownership mindset.
• Ability to build strong relationships and collaborate effectively with executives, sales leaders, producers, and business partners.

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible Spending Account (FSA)
• Life insurance coverage
• Short-term and long-term disability coverage
• Accident and critical illness insurance options
• Generous Paid Time Off (PTO)