Sales Coordinator – Support
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Job Description
Sales Coordinator Support handling insurance policy quoting and binding for Producers. Ensuring data accuracy and effective communication with underwriters and insureds in a remote setting.
Responsibilities:
- 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
- Set up new clients and policies in Applied EPIC
- Enter and verify data in Indio and other internal systems
- Maintain organized digital files and documentation
- Perform quality checks to ensure data accuracy and compliance
- Communicate with carrier underwriters regarding missing information, quote revisions, and binding confirmations
- Follow up with insureds for documentation and required forms
- Ensure timely response and turnaround on requests
Requirements:
- 2+ years of experience in insurance agency support (Commercial or P&C preferred)
- Hands-on experience with Applied EPIC (highly preferred)
- Experience working with carrier portals and quoting systems
- Strong administrative and data-entry accuracy
- Excellent written communication skills
- High attention to detail
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