Sales Operations Coordinator

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 the CRM and 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, provide sales leaders with data and analytics support, and assist with client correspondence and calendar maintenance as needed.

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/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.
• Supports and administers member benefits, including educational webinars, benchmarking reports, and other services.
• Provides sales leaders with data and analytics support and Outlook calendar management as needed.
• 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; 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:

• Attention to Detail: Takes pride in the quality of one’s work output. Pays close attention to work and takes accountability for accuracy, consistency, and thoroughness. Demonstrated creativity with regard to work. Uses systematic methods to perform work and is unafraid to recommend new processes or procedures.
• Customer Service: Consistently demonstrates a "customer first" attitude. Ensures the customer has a complete and satisfactory experience in terms of products/services rendered and questions/concerns addressed.
• Prioritization: Organizes job duties and meets deadlines. Aligns projects and tasks with corporate objectives. Ensures work aligns with successful achievement of corporate, departmental, and team goals and deadlines as assigned.
• Strong written and verbal communication skills. Ability to prepare and present material for internal and external presentations.
• 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.
• Ability to lift up to 25 pounds.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

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, 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 been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

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.