Sales Appointment Coordinator at D1 Training, an athletic - based fitness franchise. Driving appointment setting and building relationships with clients to promote memberships.
About the role
- Carrier Appointment Specialist managing compliance communications and promotions for Brightway Insurance. Fostering organizational relationships while ensuring accuracy in Salesforce and credential management.
Responsibilities
- Gather carrier communications sent to Underwriting and the Carrier Appointments team and upload the information to the shared folder on a weekly basis
- Responsible for the administering carrier promotions
- Send notices to carriers whenever there are agent updates
- Update products by state in salesforce for new and existing carriers
- Set up credentials for new hires on a weekly basis for field and corporate office
- Disable credentials/appointments for terminated staff on a weekly basis for the field and corporate office
- Assist Carrier Appointment Specialist 2 with Agent office closures
- Manage all Carrier credentials for Home Office
- Assist field users with Carrier credentials issues
- Perform audits in sales force to ensure accuracy of users
Requirements
- High school diploma required; some college or professional development in insurance preferred
- 2-4 years experience in a professional workplace, preferably insurance industry
- Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
- Salesforce experience desired but not required
Benefits
- Health insurance
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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