What are the responsibilities and job description for the Sales Operations Associate position at Sovereign Insurance Group?
Job Overview and Requirements
Are you ready to make a significant impact in a dynamic environment? Sovereign Insurance Group is seeking a proactive and creative Sales Operations Associate to join our team. You will provide multifaceted assistance to Sovereign’s sales and business development departments by applying your property & casualty insurance knowledge in new and exciting ways.
Who are you? You are a natural self-starter and inherently curious. You are an excellent team player, a fast learner, and can quickly adapt to new processes, technologies, and tools. In this position, you will be integral in providing comprehensive administrative and analytical support across various functions, ensuring smooth operations during agency acquisitions, carrier meetings, and client renewals.
You will be involved with nearly every aspect of the business, collaborating with senior management and other teams, and your proactive approach will be critical to enabling concrete change. If you’re excited to take ownership of your position, bring fresh ideas, and make a real difference in an innovative organization, we have just the role for you!
About Sovereign Insurance Group
Since 1959, Sovereign Insurance Group has been a leader in the nonprofit, commercial property and casualty marketplace. A growing company that has expanded from one location in Southeastern PA to a multi-state organization, we are poised to continue our expansion.
We believe in approaching our clients, our insurance companies, and our employees with humility and always considering the other party's interests above our own. This philosophy guides us in taking our talents, our time, and industry know-how to provide the best overall results we can for our clients.
Responsibilities:
Requirements:
Benefits
Are you ready to make a significant impact in a dynamic environment? Sovereign Insurance Group is seeking a proactive and creative Sales Operations Associate to join our team. You will provide multifaceted assistance to Sovereign’s sales and business development departments by applying your property & casualty insurance knowledge in new and exciting ways.
Who are you? You are a natural self-starter and inherently curious. You are an excellent team player, a fast learner, and can quickly adapt to new processes, technologies, and tools. In this position, you will be integral in providing comprehensive administrative and analytical support across various functions, ensuring smooth operations during agency acquisitions, carrier meetings, and client renewals.
You will be involved with nearly every aspect of the business, collaborating with senior management and other teams, and your proactive approach will be critical to enabling concrete change. If you’re excited to take ownership of your position, bring fresh ideas, and make a real difference in an innovative organization, we have just the role for you!
About Sovereign Insurance Group
Since 1959, Sovereign Insurance Group has been a leader in the nonprofit, commercial property and casualty marketplace. A growing company that has expanded from one location in Southeastern PA to a multi-state organization, we are poised to continue our expansion.
We believe in approaching our clients, our insurance companies, and our employees with humility and always considering the other party's interests above our own. This philosophy guides us in taking our talents, our time, and industry know-how to provide the best overall results we can for our clients.
Responsibilities:
- Attend carrier meetings with Senior Leadership and record detailed notes summarizing key takeaways, action items, and follow-up tasks
- Generate sales reports to support decision-making processes
- Provide administrative support for key projects. Examples could include data entry, document preparation, and coordination between teams to ensure smooth transitions for agency acquisitions
- Assist with clients and prospects of Senior Leadership to help provide solutions.
- Provide support for miscellaneous tasks and projects assigned by the SVPs, helping to drive efficiency and streamline workflows across the organization
- Proactively identify areas for process improvement
- Perform other duties as may be required or assigned
Requirements:
- Bachelor’s Degree or 2 years’ industry-related experience
- Valid Property & Casualty license
- Goal-orientation and excellent time management skills.
- Organizational skills and proficiency with PC and MS Office (Word and Excel).
- Self-management aptitude and drive to continuously learn.
- Strong oral and written communication skills.
Benefits
- Salary: $60,000 - $70,000 annually
- Health insurance, vision, dental, life insurance, and short-term disability insurance. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
- 401K with employer matching.
- Hybrid work environment after successful completion of training.
- PTO and paid holidays to support work-life balance. PTO is based on experience and expected to increase overtime.
- A casual office environment with a dedicated and professional team.
Salary : $60,000 - $70,000
