About the Role

As a Sales Coordinator, you will be instrumental in building and maintaining relationships with sales representatives and brokers. You will handle requests for proposals (RFPs) for both potential and existing cases, working closely with Underwriting and Sales teams to provide accurate, timely information. This role presents a fantastic opportunity for growth within the group insurance industry, helping you develop new skills and establish valuable professional connections.

Responsibilities

• Collect, evaluate, and assess information to complete Requests for Proposal (RFPs) for potential and existing group cases by collaborating with sales representatives, underwriters, and brokers.
• Fulfill marketing program and material requests from brokers and field representatives.
• Influence market growth through accurate RFPs and exceptional case submissions, demonstrating thorough knowledge of our products.
• Track sales, onboarding, renewal processing while managing various tasks within Salesforce.
• Drive growth by maintaining the inforce block, identifying opportunities, and enhancing persistency within your regional segment.
• Serve as the initial point of contact for prospective and new business relationships with brokers.
• Cultivate and sustain strong relationships with internal and external partners to maintain a valuable market presence and uphold our customer commitment.
• Identify, recommend, and champion process improvements and organizational initiatives to positively impact the team and enhance quality.

Qualifications

• 1 - 3+ years’ experience in a sales environment with a general group insurance background.
• Resident State Life & Health Certifications upon hire.
• Experience working with an employee benefits carrier, either in the carrier home office, broker's office, or field office.
• 10% travel.

Required Skills

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with Salesforce.
• Proven ability to build and maintain strong relationships.
• Effective communication skills (verbal/written).
• Strong organizational and multitasking skills.
• Working knowledge of the employee benefits and insurance industry preferred.