Business Development & Marketing Agency Management Coordinator

Business Development & Marketing Agency Management Coordinator Middlesex County, NJDirect message the job poster from C. Winchell Agency, Inc.1 week ago Be among the first 25 applicantsAbout the Role The Business Development & Marketing Agency Management Coordinator improving stakeholder experience, and becoming a subject matter expert (SME) and superuser will work closely with the Business Development and Marketing team supporting business efficiencies, of the agency management system (Salesforce), agent quoting and servicing platform, and policyholder self-service portal.ResponsibilitiesBuild and execute efficient processes and workflows to support the Business Development team with daily, weekly, quarterly, and yearly tasks, some examples include Annual Cyber contracts collection & filing for all agencies.Providing loss runs on behalf of the BDS.Keeping relevant documentation up to date across systems as needed (Salesforce and ImageRight).Adding contacts to Salesforce for new agent appointments.Updating Salesforce with Internal Personnel for Underwriting or BDS if someone new is hired or there is a position change.Once per year, in the first quarter reaching out to all agents on behalf of BDS with their contact list to ensure we remain up to date with agency personnel.Submitting Jiras for BDS regarding email updates for Policy Center.Work with BDS to administer bulk changes in the system improving stakeholder experience.Assist with new appointment paperwork and filing after BDS has received approval to appoint.Add industry events to the department calendar and track sponsorship spends.Support companywide projects, where appropriate, as a SME for stakeholder-facing Digital Portals.Work closely with the BDS team and Business Development Director to provide business requirements, secure a vendor, and implement an Agency Management System.Coordinate holiday gifts for agency partners.Update and maintain marketing resources stored under the Learning Center in response to new filings, updating guidelines, system enhancements, etc.Assist Marketing with Bulletins and Constant Contact for agency correspondence.Build and maintain strong relationships with key stakeholders.QualificationsBachelor’s degree (Business or related field).3 or more years of experience in Property & Casualty Agency Management.Required SkillsMicrosoft Office Suite (Word, Excel, PowerPoint, Outlook).Understanding of business intelligence tools such as Domo.Proficient in Salesforce Platform or equivalent platform.Solution oriented problem solver.Analytical and decision-making skills.Strong attention to detail.Ability to communicate business requirements effectively.Passionate advocate of stakeholder experience.Strong written and verbal communication skills.Strong interpersonal skills.Must reside in one of the following states: NJ, NY, PA, CT or MA and be willing to travel to NJ office as needed.Seniority level Not ApplicableEmployment type Full-timeJob function Business Development and General BusinessIndustries: Insurance and IT System Data Services#J-18808-Ljbffr