Position Overview
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.
This role requires strong attention to detail, proactive communication skills, and experience working within insurance management systems such as Applied EPIC and carrier portals.
Key Responsibilities
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Producer Support
Assist Producers with
quoting and binding policies
Review applications and documentation for completeness and accuracy
Attach emails and supporting documents within agency management systems
Follow up with carrier underwriters and insureds to obtain missing information
Monitor and track outstanding quotes and policy documents
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System & Data Management
Set up new clients and policies in
Applied EPIC
Enter and verify data in
Indio
and other internal systems
Maintain organized digital files and documentation
Perform quality checks to ensure data accuracy and compliance
Assist with internal workflow and system processes
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Carrier & Client Coordination
Communicate with carrier underwriters regarding:
Missing information
Quote revisions
Binding confirmations
Follow up with insureds for documentation and required forms
Ensure timely response and turnaround on requests
Systems & Platforms Used
Applied EPIC
CSR24
Indio
Multiple carrier quoting platforms
Email and document management systems
Qualifications
Required:
2+ years of experience in insurance agency support (Commercial or P&C preferred)
Hands-on experience with
Applied EPIC (highly preferred)
Experience working with carrier portals and quoting systems
Strong administrative and data-entry accuracy
Excellent written communication skills
High attention to detail
This is a full time role
Up to $6/hr