Sales Coordinator, Risk Strategy

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

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting‑edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Sales Coordinator provides support to the Production and Sales Development teams, as well as support for client and prospect touch points. The Sales Coordinator will also support the Sales team with the execution of the sales process. The individual in this role will work closely with the sales teams to develop creative ideas and concepts, choosing the appropriate media and style to meet objectives. This role demands creative flair, up‑to‑date knowledge of industry software and a professional approach to time, costs and deadlines.

A GLIMPSE INTO YOUR DAY

• 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.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• High school diploma or equivalent required.
• 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, client service, insurance operations, account management support, or related business environment.
• Experience supporting sales, employee benefits, stop‑loss, insurance brokerage, underwriting, third‑party administrator (TPA), or related business operations preferred.
• 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.

WHY CHOOSE RELATION?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

$25.00 - $34.62

Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk‑management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.