Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Who are we? What do we do? Company Overview:
Proctor Loan Protector provides comprehensive insurance products and service solutions for financial institutions. While weaving compliance throughout all our applications and technologies, Proctor Loan Protector operates as an extension of our clients, where partnership meets innovation.
What’s the culture like at Proctor Loan Protector?
At Proctor Loan Protector, we are committed to fostering a workplace that values diversity and personal growth. As we continue to grow and expand, this allows us to offer career paths and opportunities. We are dedicated to ensuring that all our teammates feel valued and work in a fun and rewarding work environment.
What can I expect from working at Proctor Loan Protector?
· Fun work environment with a variety of work
· Being part of a team
· Career growth
· Ability to highlight your skills
· Feel valued
· Great benefits, pay and culture
Summary:
The Sales-Marketing Support Coordinator supports the sales, marketing, service, and underwriting departments at Proctor Loan Protector. This position organizes quote and proposal requests, generates proposals for sales representatives and agents, binds new client business, and supports policy production for new accounts.
Essential Duties and Functions Include the following.
General
Adhere to a set schedule.
Other duties as assigned.
New Business, Quoting and Proposals
Manages insurance quote process, insurance applications, and proposal generation.
Manages setup of new clients in systems.
Binds new client business.
Updates/maintains data in Salesforce.
Tracks/maintains sales cycle in Salesforce for all products for new business.
Manages the Broker of Record (BOR) process.
Serves as liaison for CPI inquiries; requests and submits, and works with Allied Solutions to obtain information needed to quote.
Supports quoting, proposal and submission activity for Specialty Lines products, including learning product-specific requirements, carrier appetites and forms as the Specialty Lines offering develops.
Maintains proposal integrity and accuracy with Qvidian.
Agency Management
Serves as the primary day-to-day administrative point of contact for agents and agencies, responding to requests within established SLAs.
Handles new agent set up in AS400 and Salesforce; obtains licensing information, W-9 and TIN matching, P&C licenses, and E&O certificates for new agency contracts.
Prepares, issues, tracks and follows up on agency contracts and appointment paperwork through to full execution.
Performs SentryFile maintenance of agency contracts and documents, ensuring every agency file is complete, current and retrievable.
Monitors expiring agent and agency credentials (P&C licenses, E&O certificates, W-9s) and proactively requests renewals before lapse to prevent gaps in appointment or commission eligibility.
Maintains accurate agent and agency records, hierarchy, and contact data across AS400 and Salesforce so reporting and commissions are correct.
Resolves or escalates agent inquiries regarding appointments, contracting status, product availability, commissions and reporting.
Generates monthly agent reports including Premium & Claims, Commission Detail, and Loan Detail reports, and distributes them accurately and on schedule. Generates annual Agency Bonus reports for Treasury Team.
Partners with Marketing to maintain agent distribution lists and to support agent-facing communications.
Reporting and Administration
Generates monthly new business reports.
Maintains working knowledge of internal policies and procedures to ensure SLAs are met on all sales support activities.
Maintains and follows documented procedures (SOPs) for assigned processes and flags needed updates.
Competencies
Planning/organizing—the individual prioritizes and…