Sales Coordinator

Legacy Risk Solutions LLC
  • Vinnings, GA
    Today

    Job Description

    Description: About Legacy Risk Solutions Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners. Position Summary Legacy Risk Solutions is seeking a highly organized and collaborative Sales Administrator to support our growing sales organization. Reporting to the Chief Revenue Officer, this role serves as the operational backbone of a sales team of more than 200 producers, helping drive productivity, consistency, and execution across the organization. This position is responsible for improving the effectiveness of our sales organization by leading sales tool adoption, coordinating strategic sales initiatives, enhancing communication across the organization, and providing operational support to sales leadership. The ideal candidate enjoys improving processes, implementing technology, managing projects, and collaborating across departments to create a scalable sales infrastructure that supports continued growth. What You’ll Do Sales Operations & Technology · Lead the adoption, training, and ongoing support of sales technology and productivity tools. · Evaluate existing sales tools and identify opportunities to consolidate and improve technology platforms. · Coordinate new feature rollouts and system enhancements while driving user adoption. · Develop best practice guides, training resources, and documentation for producers and sales leadership. · Serve as the primary point of contact for sales tool support and user questions. Sales Strategy & Projects · Support the Chief Revenue Officer and Regional Vice Presidents with strategic sales initiatives and operational planning. · Coordinate and execute long-term sales projects, including RFP responses, safety program initiatives, expertise directories, and other revenue-generating initiatives. · Manage producer recognition programs, sales contests, and engagement initiatives. · Track strategic initiatives, project milestones, action items, and deadlines to ensure successful execution. · Partner with Regional Vice Presidents to coordinate sales activities, implementation efforts, and regional initiatives. Sales Reporting & Analytics · Prepare and distribute sales dashboards, scorecards, leaderboards, and performance reports. · Monitor and report on new business, retention, and business leakage by producer, office, and region. · Generate ad hoc reporting and performance analytics to support sales leadership decision-making. · Identify trends and opportunities that improve producer performance and operational effectiveness. Sales Communications & Enablement · Develop and distribute producer newsletters, leadership communications, and internal announcements. · Coordinate sales meetings, leadership meetings, training sessions, and producer events. · Develop and deliver training programs that improve producer utilization of sales systems, resources, and best practices. · Foster communication and alignment across sales leadership, producers, and cross-functional departments. Executive Support · Provide operational support to the Chief Revenue Officer and sales leadership team. · Coordinate cross-functional projects involving Sales, Marketing, Operations, Carrier Relations, and Agency Leadership. · Track executive priorities and follow up on strategic initiatives to ensure timely execution. · Assist with building scalable operational processes that support the continued growth of the sales organization. · Travel occasionally to regional offices and company meetings as needed. Requirements: What We’re Looking For · Bachelor’s degree or equivalent professional experience required. · Two or more years of experience in Sales Operations, Sales Enablement, Business Operations, Project Management, or a related field. · Experience supporting a large, geographically dispersed sales organization preferred. · Insurance, brokerage, or financial services industry experience preferred. · Experience with Applied Epic or similar agency management systems preferred. · Advanced proficiency in Microsoft Excel and the Microsoft Office Suite. · Experience with CRM platforms, reporting tools, and sales technology is highly desirable. · Strong project management, organizational, and analytical skills. · Excellent written and verbal communication skills with the ability to communicate effectively across all levels of the organization. · Demonstrated ability to manage multiple priorities, long-term initiatives, and cross-functional projects simultaneously. · Self-starter with exceptional attention to detail, problem-solving skills, and an ownership mindset. · Ability to build strong relationships and collaborate effectively with executives, sales leaders, producers, and business partners. Benefits · Medical, dental, and vision insurance · 401(k) with company match · Flexible Spending Account (FSA) · Life insurance coverage · Short-term and long-term disability coverage · Accident and critical illness insurance options · Generous Paid Time Off (PTO) Equal Opportunity Employer Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds. PI5c16ccb9735c-25448-410937205c143e31-5e48-4549-b638-05792d185386

    Numbers & Facts

    LocationVinnings, GA

    Skills

    • Adoptionunmatched
    • Analysis Skillsunmatched
    • Best Practicesunmatched
    • Brokerageunmatched
    • Business Operationsunmatched
    • Communication Skillsunmatched
    • Cross-Functionalunmatched
    • Customer Acquisitionunmatched
    • Customer Relationship Management (CRM)unmatched
    • Decision Supportunmatched
    • Detail Orientedunmatched
    • Executive Assistant Skills unmatched
    • Financial Reportingunmatched
    • Financial Servicesunmatched
    • Health Informaticsunmatched
    • Insuranceunmatched
    • Leadershipunmatched
    • Marketingunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Multitaskingunmatched
    • Newsletterunmatched
    • Operational Strategyunmatched
    • Operational Supportunmatched
    • Operations Planningunmatched
    • Operations Processesunmatched
    • Organizational Skillsunmatched
    • Performance Analysisunmatched
    • Performance Managementunmatched
    • Plan Meetingsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Project/Program Managementunmatched
    • Regional Salesunmatched
    • Reporting Dashboardsunmatched
    • Request for Proposals (RFP)unmatched
    • Revenue Growthunmatched
    • Revenue/Sales Reportingunmatched
    • Riskunmatched
    • Safety/Work Safetyunmatched
    • Salesunmatched
    • Sales Administrationunmatched
    • Sales Communicationsunmatched
    • Sales Operationsunmatched
    • Sales Prospectingunmatched
    • Sales Strategyunmatched
    • Sales Supportunmatched
    • Sales Toolsunmatched
    • Scalable System Developmentunmatched
    • Scorecardingunmatched
    • Service Deliveryunmatched
    • Strategic Planningunmatched
    • Team Playerunmatched
    • Technical Operationsunmatched
    • Technical Supportunmatched
    • Technology Salesunmatched
    • Time Managementunmatched
    • Training Program Developmentunmatched
    • Training/Teachingunmatched
    • Trend Analysisunmatched
    • Writing Skillsunmatched

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