Sales Operations Coordinator

FirstChoice, a MarshBerry Company; Richmond (VA); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work schedules

Competitive benefits

Job summary

FirstChoice, a MarshBerry Company, is seeking a Sales Operations Coordinator for our Richmond, Virginia office. This role provides professional support to internal sales leaders and external clients, handling member onboarding, contract administration, and portal/CRM updates to ensure smooth operations.

You will develop relationships with insurance carrier representatives, support data and analytics for the sales team, assist with presentations, and help manage the premium aggregation program.

Qualifications

• High School diploma required; college degree preferred.
• 1–3 years office administration, project management, or related experience.
• Experience in financial services, insurance, or consulting is a plus.
• Proficient with Microsoft Office; Salesforce experience preferred.

Responsibilities

• Process new member contract administration and onboarding communications.
• Maintain FirstChoice Agency Portal and update CRM/AMS with client data.
• Manage premium aggregation program and follow up with members.
• Assist with Salesforce integration, documentation, maintenance, and reporting.
• Cultivate relationships with clients, carriers, and stakeholders to drive revenue.
• Provide data and analytics support to sales leaders.
• Assist with building and editing internal and external presentations.
• Handle additional responsibilities and projects as assigned.

Skills

CRM systems

Microsoft Excel

Office administration

Project management

Communication skills

Data analytics

Education

High School diploma

AA/BA degree preferred

Tools

Salesforce

Microsoft Word

PowerPoint

Job description

FirstChoice, a subsidiary of Lincoln International, is growing! We are seeking a Sales Operations Coordinator to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary:

MarshBerry is currently seeking a Sales Operations Coordinator for our Richmond, Virginia office. The Sales Operations Coordinator will provide professional support and exceptional service to both internal sales leaders and external clients. This position will be responsible for FirstChoice member contract administration, new member onboarding, updating Salesforce and the FirstChoice Agency Portal, and managing the member aggregation program. The Sales Operations Coordinator will also develop and maintain relationships with insurance carrier representatives to facilitate service and meeting requests and provide sales leaders with data and analytics support.

Responsibilities:

• Responsible for new member contract administration and initiating and completing the new member onboarding process. Assists with new member communications.
• Maintains the FirstChoice Agency Portal and updates the CRM and/or AMS with current client and prospect information.
• Manages the premium aggregation program. Follows up with members to ensure timely completion of requests.
• Assists with Salesforce integration, documentation, maintenance, and reporting.
• Cultivates and maintains effective relationships with potential internal and external clients, insurance carrier partners, and stakeholders that can directly or indirectly lead to revenue generation for all FirstChoice/MarshBerry services.
• Provides sales leaders with data and analytics support.
• Assists with building and editing internal and external presentations.
• Additional responsibilities and projects as assigned.

Selection Criteria

Education & Experience:

• High School diploma required, college degree preferred (A.A, + degree or equivalent).
• Minimum of 1-3 years office administration, project management, or other relevant experience.
• Experience in financial services, insurance, and/or consulting is a plus.
• Proficient with technology including Microsoft Word, Excel, Power Point, and Access or similar database. Intermediate knowledge of Microsoft Office, especially Excel and Power Point is strongly preferred. Experience with Client Relationship Management (CRM) systems.
• Salesforce experience preferred.

Other:

• Strong interpersonal and communication skills.
• Excellent problem-solving abilities.
• Attention to detail and organizational skills.
• Experience with Client Relationship Management (CRM) systems.
• Team oriented: Positive and professional, maintains good working relationships with team members throughout MarshBerry. Remains opens to others’ ideas and exhibits a willingness to try new things.

Working at MarshBerry

Who We Are:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• North Coast 99
• Top Work Places – The Plain Dealer
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.