Sales Coordinator, Risk Strategy

Job Summary

Supporting stop-loss new business and renewal activities, the full-time Sales Coordinator, Risk Strategy will manage sales processes, maintain CRM data integrity, and facilitate communication among internal teams while working remotely.

Key responsibilities

• Coordinates new business and renewal opportunities by maintaining accurate records and status updates within CRM platforms
• Tracks deliverables, follow-up activities, and deadlines for prospective and existing clients to support the sales process
• Prepares and assembles proposals, renewal packages, and presentations, ensuring accuracy and professional presentation

Required qualifications

• High school diploma or equivalent required; a 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, or related business environment
• Experience in insurance operations, account management support, or related fields preferred
• Proficiency in Microsoft Office applications and experience with CRM or workflow management systems
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment