Sales Support Coordinator

Socket.dev; Wichita (KS); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

PTO

EAP

401(k) 7% contribution

Health Savings Account

Referral program

Life insurance

Discounted gym membership

Job summary

Socket.dev is seeking a detail-oriented Sales Support Coordinator to assist with new business onboarding, RFPs, and renewals. You will coordinate with brokers, carriers, and internal teams to gather information, track deadlines, and ensure timely submission of materials.

The role focuses on organization, accuracy, and responsiveness, helping ensure clean onboarding and renewal processes across stops with carriers and stakeholders.

Qualifications

• Experience in health insurance, TPA, stop-loss, employee benefits preferred.
• Familiarity with self-funded health plans and stop-loss processes preferred.
• Strong organizational and administrative skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency in Excel and document management tools; Zoho experience is a plus.
• Strong written and verbal communication skills.
• Ability to work effectively with brokers, carriers, and internal teams.

Responsibilities

• Assist with intake and onboarding of new business opportunities including RFPs and census data.
• Review information for completeness and organize new business submission materials for carrier quoting.
• Track carrier submissions, quote status, and outstanding requirements.
• Coordinate renewal information gathering, census data, and documentation for renewal submissions.
• Provide status updates with carriers and internal stakeholders on active opportunities.
• Organize final proposals and renewal materials for delivery to brokers or internal teams.

Skills

Strong organizational skills

Administrative skills

Written and verbal communication

Tools

Excel

Zoho

Job description

Position Summary

The Sales Support Coordinator provides administrative and operational support to the Stop Loss Marketing Specialist, assisting with RFP, new group onboarding, and renewals. This role helps ensure new submissions, new group onboarding, renewals, carrier communications, proposals, and related documentation are organized, accurate, and completed within established timelines.

The Coordinator works closely with brokers, carriers, internal teams, and other stakeholders to gather information, track outstanding items, coordinate follow-ups, and support the successful onboarding of new business. This is a process-driven role focused on organization, accuracy, responsiveness, and timely execution.

Key Responsibilities

New Business Support & Onboarding

• Assist with the intake of new business opportunities, including RFPs, census data, plan designs, and supporting documentation.
• Review incoming information for completeness and identify missing or inconsistent information.
• Organize and maintain new business submission materials for carrier quoting.
• Assist with preparing and submitting quote requests to stop-loss carriers.
• Track carrier submissions, quote status, outstanding requirements, and follow-up items.
• Assist with coordinating new business onboarding activities once a case is sold.
• Gather and organize required documentation and information for new group implementation.
• Coordinate with internal teams to ensure required onboarding items are completed and communicated timely.

Renewal Coordination

• Assist with stop-loss renewal process by gathering renewal information, census data, plan changes, claims information, and other required documentation.
• Prepare and organize renewal submissions for carrier review.
• Track renewal submissions, carrier responses, quotes, and outstanding requirements.
• Follow up with carriers and internal stakeholders regarding renewal information and deadlines.
• Support the preparation and distribution of renewal proposals and related materials.
• Maintain accurate renewal tracking and documentation throughout the renewal cycle.

Carrier & Broker Coordination

• Serve as a coordination point for routine communications with carriers, brokers, and internal teams.
• Follow up on outstanding information, quotes, requirements, and documentation.
• Maintain organized records of carrier correspondence and submission activity.
• Assist with coordinating requests for updated quotes or revisions when information changes.
• Provide status updates on active new business and renewal opportunities.

Proposal & Document Support

• Assist with inputting rates and plan details into standardized proposal templates.
• Compile proposal documents and supporting materials for review.
• Ensure documents are complete, accurate, and consistently formatted.
• Assist with revisions, re-quotes, and updates to proposals as requested.
• Organize final proposal and renewal materials for delivery to brokers or internal stakeholders.

Process & Quality Control

• Maintain tracking of active new RFPs, sold cases and renewals.
• Keep files, spreadsheets, and systems current and organized.
• Monitor deadlines and follow up on outstanding items.
• Review information for accuracy and completeness before submission or distribution.
• Identify and elevate issues, missing information, or potential delays.

Key Performance Indicators (KPIs)

• Timeliness of new business and renewal coordination
• Submission completeness and accuracy
• Timeliness of carrier and stakeholder follow-up
• Accuracy of proposal and renewal documentation
• Timeliness and accuracy of onboarding activities
• Organization and maintenance of tracking systems and files
• Volume of new business and renewal opportunities supported

Requirements

Qualifications

• Experience in health insurance, TPA, stop-loss, employee benefits preferred.
• Familiarity with self-funded health plans and stop-loss processes preferred.
• Strong organizational and administrative skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency in Excel and document management tools; Zoho experience is a plus.
Strong written and verbal communication skills.
• Ability to work effectively with brokers, carriers, and internal teams.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• PTO
• EAP
• 401(k) 7% contribution
• Health Savings Account
• Referral program
• Life insurance
• Discounted gym membership