Sales Coordinator
Listed on 2026-08-21
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Sales
Insurance Sales -
Insurance
Insurance Sales, Insurance Agent & Advisor
Legacy Risk Solutions LLC, an independent insurance agency in Gainesville, GA, is seeking a Sales Coordinator to support producers and account managers across commercial, personal, and specialty insurance lines. In this role, you will prepare proposals and quotes, manage applications, endorsements, and renewals, and coordinate with carrier partners to ensure accurate, timely policy processing. You will maintain client and policy data, respond to service requests, and help drive cross-sell and retention initiatives.
This position is ideal for a detail-oriented, client-focused professional who enjoys building relationships, working collaboratively, and growing a long-term career in insurance and risk management within a supportive, community-oriented agency that values integrity and professional development.
Responsibilities
- Support producers and account managers with proposals, quotes, and policy documents for commercial and personal lines clients
- Coordinate application submissions, endorsements, renewals, and policy changes with carrier partners
- Maintain accurate client and policy data in agency management/CRM systems and track key deadlines
- Respond to client inquiries, provide documentation, and ensure a high standard of service and follow-up
- Prepare sales reports, pipeline updates, and presentations to support agency growth initiatives
- Assist with cross-selling, upselling, and marketing campaigns targeting business and individual clients
- Collaborate with internal teams to ensure smooth onboarding of new accounts and retention of existing clients
- Monitor renewals and help identify coverage gaps, risk management needs, and new sales opportunities
Required Skills
- Insurance policy administration
- CRM and agency management systems
- Microsoft Office (Excel, Word, PowerPoint, Outlook)
- Data entry and documentation accuracy
- Sales support and pipeline management
- Customer service and client communication
- Insurance carrier portal navigation
- Report preparation and sales analytics
- Time management and task prioritization
- Basic risk management and coverage knowledge
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