Sales & Proposals Coordinator

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

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