Sales Coordinator, Risk Strategy

Relation Insurance Services; United States; On-site; USD 34,000 - 47,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Job summary

Relation Insurance Services is seeking a Sales Coordinator within Risk Strategy to support stop-loss new business and renewal activities. You will coordinate sales workflows, prepare proposals, maintain CRM data integrity, and facilitate cross-team communication throughout the sales cycle.

This role involves organizing records, tracking deliverables, and ensuring timely completion of tasks with a focus on accuracy and professional presentation. Strong coordination and CRM skills are essential.

Qualifications

• High school diploma or equivalent required; 2–4 year degree preferred.
• Experience in sales support, client service, or insurance operations is desirable.
• Strong communication and coordination skills; ability to manage multiple tasks.

Responsibilities

• Coordinate new business and renewal opportunities within CRM platforms.
• Track deliverables, deadlines, and follow-up activities for clients.
• Prepare and assemble proposals, renewal packages, and presentations.
• Facilitate communication among sales, underwriting, implementation, carrier, and client stakeholders.
• Schedule meetings and document action items and follow-ups.
• Maintain sales documentation and carrier information in CRM systems.
• Monitor outstanding tasks and support timely completion of activities.
• Assist with business development activities and onboarding for new clients.
• Utilize technology and CRM tools to improve efficiency and data accuracy.
• Handle additional projects and duties as assigned.

Skills

CRM proficiency

MS Office

Sales support

Data management

Communication

Organization

Education

High school diploma

Bachelor's degree preferred

Tools

CRM systems

Workflow management

Microsoft Office

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.

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, Risk Strategy supports stop-loss new business and renewal activities by coordinating sales processes, managing opportunity workflows, preparing proposals and supporting documentation, maintaining CRM data integrity, and facilitating communication among internal teams. The individual in this role helps ensure sales opportunities and renewals progress efficiently and accurately through the sales cycle while providing operational support to the Risk Strategy and Sales team.

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, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$25.00 - $34.62