Sales Coordinator - Hybrid
About the role
The Sales Coordinator supports the sales department with administrative tasks, providing service to various stakeholders including leadership, local field managers, carrier representatives, national/agency sales staff, and agents.
Primary Responsibilities
- Manages and completes tasks for Sales team staff members and Leadership.
- Manages inbound email requests to team inboxes by assigning to the appropriate sales staff or redirecting requests.
- Creates, organizes, and coordinates updates to sales resources in Sales Team OneNote(s), Teams Channel(s), SharePoint Folder(s) and Planner(s).
- Keeps assigned carrier pages on the Ritter Platform updated with current information.
- Affords assistance in updating team resource materials.
- Attends weekly, bi-weekly, monthly, and/or quarterly calls with carriers as needed.
- Sends out service-related and informational emails from carriers or sales teams that need to be sent as a one-off email to inform or recruit.
- Manages, creates, and analyzes Sales Reports from various avenues (Carriers, internal reporting, etc).
- Supports administrative functions like one-off email review and submission for deployment to marketing teams, webinar creation, and management of registration lists.
- Coordinates with other departments on cross-team projects.
- Assists with Contracts Requiring Follow-up as requested by supervisor.
- Assists with Ritter Events such as Summits, Carrier Meetings, and more.
- Performs additional responsibilities as assigned by supervisor or manager.
Primary Skills & Requirements
- High School Diploma or equivalent.
- Basic understanding of insurance and agent relationships.
- Knowledge of Marketing and New Business operations and procedures.
- Working knowledge of Sales Department resources and ability to recall commonly used industry processes.
- Strong working knowledge of the Ritter Platform.
- Strong knowledge of all products in assigned region.
- No experience necessary.
- Good communication skills, especially written communication.
- Good computer and typing skills.
- Good customer service skills.
- Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.
- Proficient in Microsoft Suite such as Outlook, Excel, Word, etc.
- Strong organization skills.
About Ritter Insurance Marketing
Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter is a proud member of the Integrity Family of Companies.
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Integrity is an Equal Opportunity employer.