Insurance Sales Coordinator – Proposals & CRM

Edison Health Solutions, LLC; Tulsa (OK); On-site; USD 34,000 - 47,000; Full time

Benefits offered by this job

401K

Paid time off

Employee assistance programs

Job summary

Relation Insurance Inc. in Tulsa seeks a Sales Coordinator to support Production and Sales Development, manage CRM records, and assist with proposals, renewals, and client communications.

The role coordinates activities across sales, underwriting, implementation, carrier, and client stakeholders, while requiring strong organization and MS Office proficiency to meet deadlines in a fast-paced environment.

Qualifications

• Coordinates new business and renewal opportunities in CRM platforms.
• Supports the execution of the sales process and deadlines.
• Prepares proposals, renewal packages, presentations, and related sales materials.
• Maintains sales documentation and carrier information in established procedures.
• Strong written and verbal communication skills with professional interaction.

Responsibilities

• Lead coordination of meetings and follow-up actions for sales activities.
• Assist with onboarding coordination for new clients with implementation teams.
• Utilize technology to improve data accuracy and decision-making.
• Monitor outstanding tasks and ensure timely completion of renewals.

Skills

CRM software

Time management

Communication

Proposal preparation

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

MS Office

CRM platforms

Job description

Relation Insurance Inc. in Tulsa seeks a Sales Coordinator to support Production and Sales Development, manage CRM records, and assist with proposals, renewals, and client communications.

The role coordinates activities across sales, underwriting, implementation, carrier, and client stakeholders, while requiring strong organization and MS Office proficiency to meet deadlines in a fast-paced environment.