Agency Sales Coordinator
Listed on 2026-06-17
-
Sales
Business Development, Sales Marketing, Client Relationship Manager, Account Manager
Our values are the foundation that support how we do business, service our clients, and treat each other.
WEAREATEAM. At Troxell, we know that without our team, we would not be the agency we are today. Each person that proudly wears our Troxell logo,
makes us unique
. We are proud to be part of a longstanding company that constantly gives back to the communities that support us.
Our job is to protect people
. We have created a workplace that
fosters individual strengths and empowers each other to communicate and collaborate openly. Join a team that strives to make a positive influence in someone's day.
Location: Springfield, IL
Job :411
# of Openings:1
AGENCY SALES COORDINATOR
About Us
Top trusted risk advisor and solution provider for personal and business insurance where we work together to create the ultimate experience. We educate, advocate, and protect our people. We safeguard your future. We win by protecting people.
About the Role
The Agency Sales Coordinator works to advance the agency’s sales strategy, equipping producers and account executives with the processes, tools, training, and insights they need to succeed. This role does not directly supervise producers; instead, it serves as a force multiplier across the sales organization, owning the end-to-end execution of sales initiatives, CRM and agency management system optimization, sales reporting and analytics, producer onboarding and training programs, and carrier-facing sales support.
The Agency Sales Coordinator is a manager-level position responsible for the operational health of the sales function and the producer experience.
Working Together |
Creating WOW |
Earning Trust |
Embracing Innovation
What You’ll Be Doing (Essential Responsibilities)
Working Together
- Partner with Senior Leadership to operationalize the agency’s sales strategy, translating goals into actionable plans, milestones, and producer-level initiatives.
- Coordinate sales meetings, pipeline reviews, and producer huddles, including agendas, materials, and follow-up actions to keep priorities visible and on track.
- Collaborate with Personal Lines, Commercial Lines, and Life & Health department managers to align sales initiatives with service operations and ensure consistent client experience.
- Serve as a primary point of contact for producers and account executives on sales processes, workflows, and internal resources, removing operational roadblocks so the sales team can stay client-facing.
- Support carrier relationship management by coordinating production reports, contingency tracking, and joint sales initiatives in partnership with department managers.
- Design and execute cross-sell, account rounding, and referral programs that deepen client relationships and increase revenue per household and per business account.
- Design, in partnership with Marketing Department, sales playbooks, proposal templates, and producer-facing tools that elevate the quality and consistency of every client interaction.
- Create dashboards, scorecards, and presentations for the COO and department leaders that report on pipeline health, win rates, retention, and producer performance.
- Plan and coordinate sales campaigns, carrier appetite roadshows, and producer recognition activities in partnership with marketing and department managers.
- Lead producer onboarding and ongoing sales training programs, coordinating ride-alongs, joint calls observation, and structured coaching plans developed with leadership.
- Coach producers and account executives on sales process discipline, CRM hygiene, opportunity management, and follow-up cadence — without acting as their direct supervisor.
- Monitor production goals, identify performance gaps, and recommend coaching, training, or process interventions to the Sales Manager.
- Maintain confidentiality of producer compensation, pipeline, and performance information while serving as a trusted resource to the entire sales team.
- Stay current with insurance regulations and ensure sales activities, marketing materials, and producer practices remain compliant.
- Own administration and optimization of the CRM (Agency Zoom) and integration…
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