Sales Coordinator, Risk Strategy

This is a fully remote position, open to applicants in Oklahoma.

📋 Description

• Oversee new business and renewal opportunities for stop-loss insurance.

• Ensure precise CRM records, activities, and status updates are maintained.

• Monitor deliverables, follow-up activities, deadlines, and subsequent steps.

• Prepare, review, and compile proposals, renewal packages, presentations, and other sales materials.

• Facilitate communication among sales, underwriting, implementation, carrier, and client stakeholders.

• Organize and coordinate meetings, presentations, carrier discussions, and other sales-related activities.

• Record action items and follow-up requirements.

• Maintain sales documentation, proposal history, carrier information, underwriting correspondence, and business records.

• Track outstanding tasks and deliverables, following up with stakeholders as necessary.

• Assist in prospecting efforts through research, data management, and business development coordination.

• Support onboarding activities for new clients.

• Utilize CRM tools and business systems to enhance efficiency and data accuracy.

• Carry out additional assigned projects, duties, and tasks.

⛳️ Requirements

• High school diploma or equivalent is required.

• A two- or four-year degree in business, communications, marketing, insurance, or a related field is preferred.

• At least 2 years of experience in sales support, business coordination, client service, insurance operations, account management support, or a related environment.

• Experience in supporting sales, employee benefits, stop-loss, insurance brokerage, underwriting, third-party administrator (TPA), or similar business operations is preferred.

• Strong organizational skills with the capability to manage multiple priorities, competing deadlines, and follow-up activities in a dynamic environment.

• Excellent written and verbal communication skills.

• Proven attention to detail and dedication to producing accurate, high-quality work products.

• Proficient in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.

• Experience with CRM, workflow management, or other business systems, or a demonstrated aptitude for quickly learning new technology platforms.

• Ability to work independently while effectively collaborating across teams and business functions.

• Capacity to exercise sound judgment and uphold confidentiality when managing sensitive business information.

🏝️ Benefits

• Competitive pay.

• Family health and wellness programs.

• 401K plan.

• Employee assistance programs.

• Paid time off.

• Paid holidays.

• Opportunities for career advancement and development.

• Discretionary annual incentive program, subject to program rules and individual and organizational performance.