Sales-Client Relations Coordinator - Altus Dental

ADP, Inc.; Providence (RI); Hybrid; USD 55,000 - 70,000; Full time

Job summary

Altus Dental in Providence, RI is seeking a Sales-Client Relations Coordinator to support the sales team with new group prospecting and client retention. You will coordinate with district reps and account managers, handling service requests and generating reports to monitor performance.

The role emphasizes timely communication, data management in Salesforce and Excel, and collaboration across departments to ensure high client satisfaction and smooth renewal processes.

Qualifications

• Minimum of 3-5 years of experience servicing group medical/dental plans
• Excellent verbal and written communication skills
• Candidates should be well versed in operations of group benefits carriers with a working knowledge of enrollment, billing, claims processing and customer service functions
• Insurance Producer’s License is required within the first year of employment
• A valid driver’s license is required
• Experience of working in Microsoft Excel, Microsoft Word, PowerPoint and Salesforce or other similar marketing databases

Responsibilities

• Provides account level servicing (i.e. receiving service calls and correspondence from account decision makers and their staff and promptly resolving any concerns or requests).
• Coordinates special projects related to day-to-day management of assigned territories.
• Provides staffing and product expertise at health and benefit fairs and at times participates in open enrollment benefits presentations.
• Manages the contract process and is responsible for routing, sending, and tracking all account agreements.
• Facilitates the production of benefits literature.
• Responsible for initial setup and ongoing management of all account management reports for Altus Sales.
• Collaborates with sales support team members on department administrative tasks.
• Effectively manages the activities of the marketing database (Salesforce, PowerBi and Benefit Builder).
• Oversees the department’s utilization of a temp and marketing intern/student, when applicable.
• Manages the small group renewal process; Assists Sr. District Reps in releasing of renewals for groups of 2 – 50 lives on a monthly basis.
• Manages broker process by working collaboratively with Underwriting and Finance to facilitate setup of new brokers and broker changes .
• Works with VP of Sales to manage department budget as it relates to sponsorships, events, and promotional items.
• Manages department inventory of sales and marketing materials.
• Perform other duties as assigned.

Skills

Verbal communication

Written communication

Microsoft Excel

Microsoft Word

PowerPoint

Salesforce

Tools

Salesforce

Power BI

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Sales-Client Relations Coordinator - Altus Dental

Full Time Professional Providence, RI, US

POSITION SUMMARY: The Senior Sales & Client Relations Coordinator primarily assists the sales team with new group prospecting and client retention activity. While day-to-day aspects of the role can vary, the incumbent is asked to help in coordinating target market efforts as well as supporting highest levels of existing account and member satisfaction from those serviced by Altus Dental. As such, this position provides significant assistance to our district representatives, account executives and, at times, account managers. Focus will be placed on partnering with the sales teams account executives to manage individual assignments within the small group market and certain other defined markets.

Essential Functions:

• Provides account level servicing (i.e. receiving service calls and correspondence from account decision makers and their staff and promptly resolving any concerns or requests).
• Coordinates special projects related to day-to-day management of assigned territories.
• Provides staffing and product expertise at health and benefit fairs and at times participates in open enrollment benefits presentations.
• Manages the contract process and is responsible for routing, sending, and tracking all account agreements.
• Facilitates the production of benefits literature.
• Responsible for initial setup and ongoing management of all account management reports for Altus Sales.
• Collaborates with sales support team members on department administrative tasks.
• Effectively manages the activities of the marketing database (Salesforce, PowerBi and Benefit Builder).
• Oversees the department’s utilization of a temp and marketing intern/student, when applicable.
• Manages the small group renewal process; Assists Sr. District Reps in releasing of renewals for groups of 2 – 50 lives on a monthly basis.
• Manages broker process by working collaboratively with Underwriting and Finance to facilitate setup of new brokers and broker changes .
• Works with VP of Sales to manage department budget as it relates to sponsorships, events, and promotional items.
• Manages department inventory of sales and marketing materials.
• Perform other duties as assigned.

Requirements:

• Minimum of 3-5 years of experience servicing group medical/dental plans also preferred
• Excellent verbal and written communication skills
• Candidates should be well versed in operations of group benefits carriers with a working knowledge of enrollment, billing, claims processing and customer service functions
• Insurance Producer’s License is required within the first year of employment.
• A valid driver’s license is required.
• Experience of working in Microsoft Excel, Microsoft Word, PowerPoint and Salesforce or other similar marketing databases

Work Environment / Physical Demands:

• 40-hour workweek (M-F) as assigned and additional hours as required; hybrid work arrangement, up to 2 days remote/3 days on-site
• At times need to lift small boxes with weight up to 50 pounds