Regional Sales Coordinator

At EMC, we’re all about working together to make an impact. As part of our team, you’ll have the opportunity to grow, contribute, and gain experience that matters. We strive to be caring leaders, close partners, and responsive experts—always supporting each other to do our best work. Join us, and let’s improve lives together.

• Provides operational and sales administrative support to the region with primary support to the regional sales and leadership team.

• Serves as the regional point of contact for agents regarding contracts, code changes, appointments, and terminations.

• Acts as the primary regional intake and coordination resource for agency lifecycle management requests, gathering and documenting all required information, identifying hierarchy and downstream impacts, and submitting complete and accurate requests to the contracting team for execution.

• Serves as the regional primary contact on the CRM system to ensure accurate contact management, data integrity, and adoption.  Delivers reporting data and production/experience reports to regional leadership.

• Communicates underwriter and territory assignment changes to regional departments and updates relevant systems.

• Plans, coordinates, and provides onsite support, as needed, for regional sales meetings, producer conferences, and agent events in partnership with MarCom and SDM on planning and coordination.  Orders, distributes, and manages the marketing materials and tradeshow supplies for the regional team.

• Performs onboarding for new agencies and tracks agency plan progress monthly.  Responds to agent inquiries and assists with the training on the Agent Access Portal.  Creates and maintains mailing lists for agent communications and ensures accurate agency contact information.

• Coordinates Agency Reviews by preparing materials, scheduling meetings, taking notes, and assisting with follow-ups and monitoring of expected outcomes.

• Tracks and processes sales expenses, association memberships, sponsorship requests, and event tickets.  Submits invoices for payment and maintains accurate records of financial transactions.

• Coordinates and tracks third-quarter contingent compensation elections, partnering with regional leadership and agencies to collect required election information, monitor completion and deadlines, and accurately enters approved elections into the Distribution Management System.

• Performs Market Information requests in the Distribution Management System.

• Serves as regional primary contact to maintain regional website landing pages and relevant documents to ensure accurate content. 

• Acts as a primary regional intake and coordination resource for agency compensation requests for regional leadership to define the business need.  Collects the required supporting information and submits complete and accurate requests to the Agency Compensation team for review, approval and processing.

The education and experience below are required for the job unless labelled as preferred:

• Associate degree, preferably in insurance or business administration, or equivalent relevant experience
• Three years of sales support experience or related experience

The knowledge, skills, and abilities below are required for the job unless labelled as preferred:

• Basic understanding of sales principles and processes
• Strong service orientation, including the ability to build rapport with customers and team members
• Excellent written and verbal communication skills
• Strong organizational and time management skills
• Ability to learn and use Power BI, CRM or other technology tools
• Critical thinking skills, including interpreting data, records, and reports
• Event planning, logistics, and facilities management
• Ability to maintain confidences and handle sensitive information

• Occasional travel; valid driver’s license and acceptable MVR required if driving
• Reside within assigned region

For information relating to the benefits EMC Team Members receive as part of a comprehensive rewards package, please visit www.emcins.com/careers.

Our employment practices are in accordance with the laws that prohibit discrimination due to race, color, creed, sex, sexual orientation, gender identity, genetic information, religion, age, national origin or ancestry, physical or mental disability, medical condition, veteran status, active military status, citizenship status, marital status or any other consideration made unlawful by federal, state, or local laws.

All of our locations are tobacco free including in company vehicles.