Sales Coordinator/Support

<p><strong>Position Overview</strong></p><p>The Sales Coordinator Support plays a critical role in assisting Producers with the quoting, binding, and administrative processing of insurance policies. This position ensures accuracy, completeness, and timely follow-up with carrier underwriters and insureds while maintaining high-quality data entry and system integrity across agency platforms.</p><p>This role requires strong attention to detail, proactive communication skills, and experience working within insurance management systems such as Applied EPIC and carrier portals.</p><p></p><p><strong>Key

Responsibilities</strong></p><p>🔹<strong> Producer Support</strong></p><ul><li>Assist Producers with <strong>quoting and binding policies</strong></li><li>Review applications and documentation for completeness and accuracy</li><li>Attach emails and supporting documents within agency management systems</li><li>Follow up with carrier underwriters and insureds to obtain missing information</li><li>Monitor and track outstanding quotes and policy documents</li></ul><p>🔹<strong> System & Data Management</strong></p><ul><li>Set up new clients and policies in <strong>Applied EPIC</strong></li><li>Enter and verify data in <strong>Indio</strong> and other internal systems</li><li>Maintain organized digital files and documentation</li><li>Perform quality checks to ensure data accuracy and compliance</li><li>Assist with internal workflow and system processes</li></ul><p>🔹<strong> Carrier & Client Coordination</strong></p><ul><li>Communicate with carrier underwriters regarding:</li><ul><li>Missing information</li><li>Quote revisions</li><li>Binding confirmations</li></ul><li>Follow up with insureds for documentation and required forms</li><li>Ensure timely response and turnaround on requests</li></ul><p></p><p><strong>Systems & Platforms Used</strong></p><ul><li>Applied EPIC</li><li>CSR24</li><li>Indio</li><li>Multiple carrier quoting platforms</li><li>Email and document management systems</li></ul><p></p><p><strong>

Qualifications</strong></p><p><strong>Required:</strong></p><ul><li>2+ years of experience in insurance agency support (Commercial or P&C preferred)</li><li>Hands-on experience with <strong>Applied EPIC (highly preferred)</strong></li><li>

Experience working with carrier portals and quoting systems</li><li>Strong administrative and data-entry accuracy</li><li>Excellent written communication skills</li><li>High attention to detail</li></ul>