Sales Coordinator, Risk Strategy

relationinsurance; Tulsa (OK); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Career development

Job summary

Relation Insurance Inc. in Tulsa seeks a proactive Sales Coordinator to support Production and Sales Development, manage client touchpoints, and help drive the sales process from outreach to renewal.

You will partner with sales, underwriting, implementation, carrier, and client stakeholders to ensure timely, accurate communications and compelling materials. The role requires strong organizational skills, proficiency in Microsoft Office and CRM systems, and the ability to juggle multiple

Qualifications

• High school diploma required; 2- to 4-year degree in business, communications, marketing, insurance or related field preferred.
• Minimum of 2 years of experience in sales support, business coordination, client service, insurance operations, account management support, or related environment.
• Experience supporting sales, employee benefits, stop‑loss, insurance brokerage, underwriting, TPA, or related operations preferred.
• Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced setting.
• Strong written and verbal communication skills with professionalism with colleagues, clients, carriers, and partners.
• Demonstrated attention to detail and commitment to accurate, high-quality work products.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Experience with CRM, workflow management, or other business systems; quick learner of new tech.
• Ability to work independently while collaborating across teams and maintaining confidentiality.
• Confidential handling of sensitive business information.

Responsibilities

• Coordinates new business and renewal opportunities; maintain accurate records and status updates in CRM.
• Supports execution of the sales process by tracking deliverables, follow-ups, deadlines, and next steps.
• Prepares, reviews, and assembles proposals, renewal packages, presentations, and related materials.
• Coordinates communication among sales, underwriting, implementation, carrier and client stakeholders throughout sales cycles.
• Schedules meetings, carrier discussions, and other sales activities; documents action items and follow-ups.
• Maintains sales documentation, proposal history, carrier information, underwriting correspondence, and other records.

Skills

CRM software

Microsoft Office

Organization skills

Communication skills

Education

High school diploma

Bachelor’s degree preferred

Tools

CRM systems

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.

Note: The above is not all encompassing of the full position description.

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, comp