Sales Coordinator - Brokerage Services

Job Description:

We are looking to add a Sales Coordinator to join our Brokerage Service Sales support team in Waukee. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

The Sales Coordinator will report to the Sales Business Partner for Brokerage Services and plays a critical role in contributing to achieving company sales goals. Although the Sales Coordinator will not have responsibility for selling, they play an important role by acting as an internal resource for the Property Casualty and Employee Benefits sales team. This individual will work closely with sales producers across all geographies to support their prospecting efforts, pipeline management and act as a liaison to resources available for their success. The ideal candidate will have both a sales and marketing mindset to provide insights to improve selling processes and strategies to win more business. They will collaborate and build relationships with multiple stakeholders, including Marketing team members and other Enterprise Business Partners.

Essential Responsibilities:

Sales

• Support sales leaders in the onboarding of new sales hires and transfers from Select to Commercial Risk Group.
• Champion and educate producers on our Drive sales approach and strategy.
• Collaborate with producers to build and qualify prospect lists using third-partner sales tools and create prospect campaigns with the support of our Marketing team.  
• Oversee the usage of prospecting tools, obtaining qualified lists and training for our sales team. Also to include the research and vetting of new sales tools.
• Partner with Sales Business Partner in the content creation of monthly sales meeting and ongoing team communications.
• Partner with Marketing stakeholders on requests for new content and collateral that enable our sales team to win more business.
• Create, analyze and provide observations of sales performance reporting within Salesforce.
• Coordinate and execute successful sales events such as the annual Sales Summit, team meetings and sales leader retreats.
• Plan, coordinate and support geography sales leaders with intern program curriculum and overall experience.
• Proactively identify opportunities, resources or tools to add value for sales team to drive greater business results.
• Develop close working relationships with sales producers, leaders and stakeholders.
• Excellent written and verbal communication skills, with a keen eye for detail.
• Demonstrate ability to handle sensitive or confidential information with discretion.
• Ability to manage multiple projects simultaneously and work effectively under deadlines.
• Willingness to learn the insurance industry. Obtaining insurance license is not required but is a bonus.
• Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

Qualifications:

• Education: College Degree preferred.
• Experience: 1-3 years of related sales or marketing experience preferred.

Here’s a little bit about us:

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture.  We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. 

Benefits:  In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
• Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

Holmes Murphy & Associates is an Equal Opportunity Employer.