Sales Support Coordinator
United Public Adjusters & Appraisers, Inc., Melville, New York, us, 11775
United Public Adjusters is on a mission to protect policyholders and maximize claim outcomes, and we are hiring a Sales Support Coordinator to help drive that mission forward. This role ensures every qualified opportunity becomes an active claim by delivering strong operational, follow‑up, and CRM support. You will be the backbone of the sales process, empowering our team to focus on sales and building customer relationships.
Key Responsibilities
Prepare and send retainer agreements; track outstanding retainers and execute timely follow‑up communication.
Enter all inbound leads into the CRM to initiate automated workflows and maintain complete accuracy across contact records, deal stages, and notes.
Consolidate and standardize all lead tracking within the CRM, eliminating any off‑system methods.
Sales, Marketing, & Outreach Support
Prepare, customize, and distribute marketing collateral to prospects, clients, and partners.
Manage all mailing logistics to ensure timely and accurate delivery.
Coordinate in‑person meetings, presentations, and outreach follow‑ups, including scheduling, confirmations, reminders, and communication touchpoints.
Support ongoing relationship‑building efforts with referral partners and industry contacts.
Event Coordination & Execution
Assist with planning, setup, and execution of trade events, sponsorships, and industry functions.
Ensure all event‑generated contacts are promptly added to the CRM and enrolled in the appropriate workflows.
Qualifications
Experience in sales operations, sales support, revenue enablement, or a related field.
Proficiency with CRM systems.
Exceptional organizational skills and attention to detail.
Ability to handle multiple priorities in a fast‑paced environment.
Strong communication and cross‑team coordination skills.
Health Insurance
Paid Time Off
401(k) + Match
Professional Development Support
Free Breakfast & Lunch (Provided Daily)
Why UPA? You will join a mission‑driven team that advocates for policyholders and delivers meaningful impact. Your work directly supports our ability to serve clients, build partnerships, and maximize claim outcomes.
Ready to make an impact? Apply now and help us turn opportunities into results!
#J-18808-Ljbffr
Key Responsibilities
Prepare and send retainer agreements; track outstanding retainers and execute timely follow‑up communication.
Enter all inbound leads into the CRM to initiate automated workflows and maintain complete accuracy across contact records, deal stages, and notes.
Consolidate and standardize all lead tracking within the CRM, eliminating any off‑system methods.
Sales, Marketing, & Outreach Support
Prepare, customize, and distribute marketing collateral to prospects, clients, and partners.
Manage all mailing logistics to ensure timely and accurate delivery.
Coordinate in‑person meetings, presentations, and outreach follow‑ups, including scheduling, confirmations, reminders, and communication touchpoints.
Support ongoing relationship‑building efforts with referral partners and industry contacts.
Event Coordination & Execution
Assist with planning, setup, and execution of trade events, sponsorships, and industry functions.
Ensure all event‑generated contacts are promptly added to the CRM and enrolled in the appropriate workflows.
Qualifications
Experience in sales operations, sales support, revenue enablement, or a related field.
Proficiency with CRM systems.
Exceptional organizational skills and attention to detail.
Ability to handle multiple priorities in a fast‑paced environment.
Strong communication and cross‑team coordination skills.
Health Insurance
Paid Time Off
401(k) + Match
Professional Development Support
Free Breakfast & Lunch (Provided Daily)
Why UPA? You will join a mission‑driven team that advocates for policyholders and delivers meaningful impact. Your work directly supports our ability to serve clients, build partnerships, and maximize claim outcomes.
Ready to make an impact? Apply now and help us turn opportunities into results!
#J-18808-Ljbffr