Sales Coordinator, Risk Strategy

Summary

Relation Insurance Services is an innovative insurance company focused on delivering solutions to its clients. The Sales Coordinator, Risk Strategy supports stop-loss new business and renewal activities by coordinating sales processes, managing opportunity workflows, preparing proposals and documentation, maintaining CRM data, and facilitating communication among internal teams and external stakeholders.

Responsibilities

• Coordinates new business and renewal opportunities by maintaining accurate records, activities, and status updates within CRM platforms
• Supports the execution of the sales process by tracking deliverables, follow-up activities, deadlines, and next steps for prospective and existing clients
• Prepares, reviews, and assembles proposals, renewal packages, presentations, and related sales materials for accuracy, completeness, and professional presentation
• Coordinates communication and information exchange among sales, underwriting, implementation, carrier, and client stakeholders throughout the sales and renewal lifecycle
• Schedules and coordinates meetings, presentations, carrier discussions, and other sales-related activities, documenting action items and follow-up requirements as appropriate
• Maintains sales documentation, proposal history, carrier information, underwriting correspondence, and other business records in accordance with established procedures
• Monitors outstanding tasks and deliverables, proactively following up with internal and external stakeholders to support timely completion of sales and renewal activities
• Supports prospecting initiatives through research, data management, and coordination of business development activities
• Assists with onboarding coordination for new clients through tracking, documentation, and collaboration with implementation and operational partners
• Utilizes technology, CRM tools, and other business systems to improve efficiency, maintain data accuracy, and support informed decision-making
• Performs other projects, duties, and tasks, as assigned

Skills

• High school diploma or equivalent required
• Minimum of 2 years of experience in sales support, business coordination, client service, insurance operations, account management support, or related business environment
• 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 with the ability to interact professionally with colleagues, clients, carriers, and business partners
• 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
• Two or four-year degree in business, communications, marketing, insurance or a related field preferred
• Experience supporting sales, employee benefits, stop-loss, insurance brokerage, underwriting, third-party administrator (TPA), or related business operations preferred

Qualifications

Must Haves

• High school diploma or equivalent required
• Minimum of 2 years of experience in sales support, business coordination, client service, insurance operations, account management support, or related business environment
• 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 with the ability to interact professionally with colleagues, clients, carriers, and business partners
• 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

Nice to Haves

• Two or four-year degree in business, communications, marketing, insurance or a related field preferred
• Experience supporting sales, employee benefits, stop-loss, insurance brokerage, underwriting, third-party administrator (TPA), or related business operations preferred

Benefits

• Family health and wellness programs
• 401K
• Employee assistance programs
• Paid time off
• Paid holidays
• Career advancement and development opportunities