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Sales Coordinator, Risk Strategy

Job not on LinkedIn

🔥 14 hours ago

🌪️ Oklahoma – Remote

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đź’µ $25 - $34 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🎲 Risk

🚫👨‍🎓 No degree required

đź‘» Ghost score 2%

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Logo of Relation Insurance Services

Relation Insurance Services

1001 - 5000 employees

đź’Ľ Consulting

🏗️ Construction

🏥 Healthcare

Consulting • Construction • Healthcare

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

đź“‹ Description

• Coordinate stop-loss new business and renewal opportunities • Maintain accurate CRM records, activities, and status updates • Track deliverables, follow-up activities, deadlines, and next steps • Prepare, review, and assemble proposals, renewal packages, presentations, and related sales materials • Coordinate communication among sales, underwriting, implementation, carrier, and client stakeholders • Schedule and coordinate meetings, presentations, carrier discussions, and other sales-related activities • Document action items and follow-up requirements • Maintain sales documentation, proposal history, carrier information, underwriting correspondence, and business records • Monitor outstanding tasks and deliverables and follow up with stakeholders • Support prospecting initiatives through research, data management, and business development coordination • Assist with onboarding coordination for new clients • Use CRM tools and business systems to improve efficiency and data accuracy • Perform other assigned projects, duties, and tasks

🎯 Requirements

• High school diploma or equivalent required • Two or four-year degree in business, communications, marketing, insurance or a related field preferred • Minimum of 2 years of experience in sales support, business coordination, client service, insurance operations, account management support, or related business environment • Experience supporting sales, employee benefits, stop-loss, insurance brokerage, underwriting, third-party administrator (TPA), or related business operations preferred • Strong organizational skills with the ability to manage multiple priorities, competing deadlines, and follow-up activities in a fast-paced environment • Strong written and verbal communication skills • Demonstrated attention to detail and commitment to producing accurate, high-quality work products • Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook • Experience working with CRM, workflow management, or other business systems, or demonstrated ability to learn new technology platforms quickly • Ability to work independently while collaborating effectively across teams and business functions • Ability to exercise sound judgment and maintain confidentiality when handling sensitive business information

🏖️ Benefits

• Competitive pay • Family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays • Career advancement and development opportunities • Discretionary annual incentive program, subject to program rules and individual and organizational performance

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