Sales & Event Coordinator

DESCRIPTION OF ESSENTIAL DUTIES:

• Coordinates and manages agent maintenance activities, including appointments, terminations, status changes, and related operational processes.
• Coordinates and processes book of business transfers and ownership changes accurately and within established timelines.
• Supports the administration of agent contracts and collaborates with the Operations Manager to facilitate accurate commission processing.
• Plans, coordinates, and executes sales meetings, conferences, recognition events, incentive trips, and promotional activities in partnership with Sales leadership.
• Negotiates with hotels, venues, vendors, and service providers to secure favorable pricing and services while maintaining budget objectives.
• Books travel, lodging, meeting facilities, transportation, and related event logistics for sales meetings, conferences, incentive trips, and other departmental functions.
• Manages event logistics, schedules, communications, registrations, vendor relationships, and on-site coordination to ensure successful execution of sales events.
• Monitors event and promotional program budgets, tracks expenditures, and recommends cost-effective solutions while maintaining quality standards.
• Oversees the procurement, inventory, and distribution of promotional products and sales materials while maintaining appropriate cost controls.
• Compiles, analyzes, and maintains sales reports, incentive tracking, expense reports, and operational data to support departmental objectives and decision-making.
• Develops, documents, and recommends process improvements that enhance operational efficiency and service delivery.
• Provides operational support to Sales leadership for special projects and strategic initiatives as assigned.

OTHER RESPONSIBILITIES/REQUIREMENTS:

• Performs other duties as assigned.
• Demonstrates exceptional organizational and project management skills with the ability to manage multiple priorities and meet deadlines.
• Maintains a high level of accuracy and attention to detail.
• Exercises sound judgment and maintains strict confidentiality regarding employee, agent, customer, and company information.
• Must work in the Home Office; this is not a remote or hybrid position.

QUALIFICATION, EDUCATION AND EXPERIENCE REQUIREMENTS: 

• High school diploma or equivalent and a minimum of four (4) years of progressively responsible experience in sales operations, event planning, travel coordination, vendor management, insurance operations, or a related field; or a college degree in Business, Communications, Hospitality, Marketing, Public Administration, or a related field.
• Insurance industry experience preferred.
• Experience negotiating with vendors and coordinating meetings, conferences, or corporate events needed.
• Experience booking business travel, lodging, and event accommodations for large groups needed.
• Advanced proficiency with Microsoft Excel and strong working knowledge of Microsoft Word, PowerPoint, and other business software applications.
• Experience with CRM systems, reporting tools, and sales management platforms preferred.
• Demonstrated ability to develop and document processes, procedures, and training materials.
• Strong analytical, organizational, negotiation, and problem-solving skills.
• Excellent written and verbal communication, customer service, and interpersonal skills.
• Must possess and maintain a valid Georgia driver's license.

 PHYSICAL DEMANDS/WORK ENVIRONMENT:

• Primarily performed in a professional office environment.
• Occasional travel is required to support meetings, conferences, training programs, incentive trips, and sales events.
• The physical demands described are representative of those that must be met to successfully perform the essential functions of this position.

The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.