Regional Sales Coordinator

This is a fully remote position, open to applicants in Minnesota, +1 more state.

📋 Description

• Offers operational and sales administrative assistance to the region, with a primary focus on supporting the regional sales and leadership teams.

• Acts as the regional contact for agents concerning contracts, code modifications, appointments, and terminations.

• Manages agency lifecycle management requests and submits complete documentation to the contracting team.

• Oversees CRM contact management, ensuring data integrity and adoption while providing reporting on production and experience metrics.

• Communicates changes in underwriter and territory assignments, updating relevant systems accordingly.

• Organizes and coordinates regional sales meetings, producer conferences, and agent events, providing onsite support as required.

• Manages marketing materials and supplies for tradeshows.

• Facilitates the onboarding process for new agencies, monitors agency plan progress, addresses agent inquiries, and assists with training on the Agent Access Portal.

• Maintains up-to-date agent mailing lists and agency contact information.

• Coordinates Agency Reviews, including preparation, scheduling, note-taking, follow-up, and monitoring outcomes.

• Tracks and processes sales expenses, memberships, sponsorship requests, event tickets, invoices, and other financial documentation.

• Coordinates the third-quarter contingent compensation elections and inputs approved choices into the Distribution Management System.

• Conducts Market Information requests within the Distribution Management System.

• Maintains regional website landing pages and related documents.

• Coordinates agency compensation requests for regional leadership and submits necessary supporting information to the Agency Compensation team.

⛳️ Requirements

• An associate degree, ideally in insurance or business administration, or equivalent relevant experience.

• A minimum of three years of experience in sales support or a related field.

• Fundamental understanding of sales principles and processes.

• Strong service orientation, with the ability to cultivate rapport with customers and team members.

• Exceptional written and verbal communication abilities.

• Strong organizational and time management skills.

• Capability to learn and utilize Power BI, CRM, or other technological tools.

• Critical thinking skills, including the ability to interpret data, records, and reports.

• Experience in event planning, logistics, and facilities management.

• Ability to maintain confidentiality and manage sensitive information.

• Willingness to travel occasionally; a valid driver’s license and an acceptable MVR are required for driving.

• Must reside within the assigned region.

🏝️ Benefits

• A comprehensive rewards package; details about benefits are available at www.emcins.com/careers.

• Tobacco-free workplaces and company vehicles.