Sales Coordinator

About the role

The Sales Coordinator will perform duties primarily related to the efficient and accurate maintenance and processing of prospect and client accounts. This position requires the employee to perform duties independently or with minimal supervision while operating from the established direction and instruction of the SVP of Strategic Accounts and agency manual. Daily decisions are typically made according to general company policy, insurance contract requirements, company underwriting guidelines, insurance laws (State or Federal), as well as independent decision making or judgement.

Responsibilities

• Work with account executives on assigned new and renewal accounts
• Set up submissions, proposals, and finance contracts
• Obtain IFTAs, Loss runs, and financials from the client
• Run MVRs
• Complete IFTA and loss summaries
• Complete company required applications
• Confirm FMCSA filings are complete
• Maintain records of existing clients and prospects
• Utilize Reliance sales tools and CRM to update new and renewal business life cycles

This position is not a supervisory position in nature.