Hybrid Sales Operations & Onboarding Specialist

FirstChoice, a MarshBerry Company; Richmond (VA); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work schedules

Competitive benefits

Job summary

FirstChoice, a MarshBerry Company, is seeking a Sales Operations Coordinator for our Richmond, Virginia office. This role provides professional support to internal sales leaders and external clients, handling member onboarding, contract administration, and portal/CRM updates to ensure smooth operations.

You will develop relationships with insurance carrier representatives, support data and analytics for the sales team, assist with presentations, and help manage the premium aggregation program.

Qualifications

• High School diploma required; college degree preferred.
• 1–3 years office administration, project management, or related experience.
• Experience in financial services, insurance, or consulting is a plus.
• Proficient with Microsoft Office; Salesforce experience preferred.

Responsibilities

• Process new member contract administration and onboarding communications.
• Maintain FirstChoice Agency Portal and update CRM/AMS with client data.
• Manage premium aggregation program and follow up with members.
• Assist with Salesforce integration, documentation, maintenance, and reporting.
• Cultivate relationships with clients, carriers, and stakeholders to drive revenue.
• Provide data and analytics support to sales leaders.
• Assist with building and editing internal and external presentations.
• Handle additional responsibilities and projects as assigned.

Skills

CRM systems

Microsoft Excel

Office administration

Project management

Communication skills

Data analytics

Education

High School diploma

AA/BA degree preferred

Tools

Salesforce

Microsoft Word

PowerPoint

Job description

FirstChoice, a MarshBerry Company, is seeking a Sales Operations Coordinator for our Richmond, Virginia office. This role provides professional support to internal sales leaders and external clients, handling member onboarding, contract administration, and portal/CRM updates to ensure smooth operations.

You will develop relationships with insurance carrier representatives, support data and analytics for the sales team, assist with presentations, and help manage the premium aggregation program.