Sales Operations Specialist

Summary:
This role provides administrative support to the business development and Sales team and works cross-functionally with underwriting jeweler programs and sales team members. This role is crucial in day-to-day execution and keeping our department running smoothly.

Why Jewelers Mutual:
Since 1913 weve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise were financially strong forward-thinking and driven by curiosity. Guided by our core values of Agility Accountability and Relevancy we lead through innovation.

As a technology focused organization we embrace cutting-edge tools and data-driven insights to continuously improve our products services and customer experience. Our mission is to be the industrys most trusted advisor by investing in our people adopting new technologies and striving for excellence.

Were dedicated to fostering growth through collaboration powered by bold thinking teamwork and the passion of our people.

Here youll:

• Responsible for maintaining and perfecting key contact information for jewelers agents and industry organizations within SalesForce GuideWire and Agency Management systems.
• Continually reviews SalesForce processes as subject matter expert within sales and other departments in an effort to improve efficiencies.
• Process agency agreements terminations and agency changes within SalesForce GuideWire and Agency Management systems as needed within the General Agency.
• Assist in coordinating profit sharing agreements and incentives tracking and communication to agents.
• Assist in due diligence and implementation of mergers and acquisitions as needed.
• Field incoming phone calls for commercial insurance leads agency appointments supply requests and general agent/jeweler inquires as needed.
• Enter and assign incoming commercial leads (phone email web tradeshow sources).
• Monitor assigned email inboxes and distribute to the appropriate team members.
• Process jeweler program and Care Plan enrollments.
• Assist in keeping Care Plan records and jeweler program contacts current.
• Distribute program compensation statements.
• Compile contact lists for marketing efforts.
• Organize meetings and distribute minutes to team members as needed.

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What Youll Bring:

• High school diploma required Associates degree preferred
• Must have two years of related experience; experience supporting a sales team (or similar fast-paced environment) is preferred
• Must have at least intermediate-level experience with MS Office Suite
• Salesforce experience is preferred
• Must be a self starter who can work independently and without direct supervision
• Must have the ability to handle multiple priorities and be comfortable with deadlines
• Must have excellent skills with paying attention to details
• Must be inquisitive and comfortable asking questions
• Must be a team player

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Occasionally required to stand; walk; use hands to finger handle or touch objects or controls; and talk or hear.

What We Offer You:

• Competitive Compensation & Benefits: Includes performance bonuses generous paid time off and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture: Work alongside talented passionate peers who value ownership and continuous learning.
• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
• Great Place to Work Certified: Join a team recognized for an environment of innovation and growth.

Accessibility and Accommodations
We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process please let us know by contacting

Required Experience:

IC