Sales Operations Specialist — Onboarding & Analytics (Hybrid)

Marsh, Berry & Company, LLC; Richmond (VA); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

MarshBerry is seeking a Sales Operations Coordinator for our Richmond, Virginia office. This hybrid role supports internal sales leaders and external clients by handling contract administration, onboarding, and CRM updates, including FirstChoice Portal and member aggregation programs.

You will collaborate with insurance carrier partners and stakeholders, provide data and analytics, assist with presentations, and help maintain client relationships that contribute to revenue.

Qualifications

• High school diploma required; college degree preferred.
• 1–3 years in office administration or project management.
• Experience in financial services, insurance, and/or consulting is a plus.
• Proficient with Word, Excel, PowerPoint; CRM systems experience preferred.
• Salesforce experience preferred.

Responsibilities

• Administer new member contracts and onboard new members.
• Maintain FirstChoice Agency Portal and update CRM/AMS.
• Manage the premium aggregation program and timelines.
• Assist with Salesforce integration, documentation, and reporting.
• Build relationships with clients, carriers, and stakeholders to drive revenue.
• Provide data and analytics support to sales leaders.
• Assist with creating internal and external presentations.
• Handle additional projects as assigned.

Skills

Interpersonal communication

Attention to detail

Team oriented

Problem solving

Education

High School diploma

A.A. or higher preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Access

CRM systems

Salesforce

Job description

MarshBerry is seeking a Sales Operations Coordinator for our Richmond, Virginia office. This hybrid role supports internal sales leaders and external clients by handling contract administration, onboarding, and CRM updates, including FirstChoice Portal and member aggregation programs.

You will collaborate with insurance carrier partners and stakeholders, provide data and analytics, assist with presentations, and help maintain client relationships that contribute to revenue.