Sales Coordinator

Willamette Dental•Hillsboro, OR

About The Position

The Sales Coordinator assists with the operations and implementation of department sales and marketing activities and coordinates and communicates sales activities and projects. The role maintains content across company communication channels, develops sales collateral, coordinates communications with brokers and existing groups, and supports client education and use of the employer web portal. It also provides administrative and reporting support to the Sales department, responds to potential individual member inquiries, and coordinates calendars, travel, supplies, events, meetings, and conference calls. The Sales Coordinator supports onboarding, reporting, RFP production, product and benefit analysis and updates, process improvement, and coordination between Sales and other internal departments. The position communicates relevant licensing, appointment, continuing education, and regulatory information to state Departments of Insurance, participates in benefit fairs and enrollment meetings, and completes required training. The role may be exposed to protected health information (PHI) and must handle it consistently with HIPAA.

Requirements

Bachelor’s degree in Marketing, Business Administration, or a related field and one year of experience in marketing and sales, or an equivalent combination of education and experience that provides the ability to perform the essential functions.
Valid driver’s license for operating a motor vehicle in Oregon, Washington, and/or Idaho, with an acceptable driving record.

Nice To Haves

Experience in the healthcare or insurance field.

Responsibilities

Maintain current content for company communication channels, including the company website, intranet, employer portal, CRM software, and external client newsletters.
Develop and maintain sales collateral, including brochures, presentations, custom documents, and open-enrollment materials; coordinate requests for new branded collateral with Marketing.
Develop and distribute written communications to brokers and existing groups by coordinating and gathering information from subject matter experts.
Support Sales in client education and use and communication of the employer web-based portal.
Assist the manager with onboarding new department staff.
Coordinate, update, and prepare department and client data reports, including CRM, proposal, sales, and other tracking reports.
Respond to potential individual member inquiries by phone or email.
Maintain the department calendar and coordinate communication among department personnel and the corporate office; coordinate travel requests and order department supplies for all locations.
Coordinate and schedule events, meetings, and conference calls.
Participate in benefit fairs and enrollment meetings.
Research vendors for client giveaways and events, recommend selections and pricing, and maintain giveaway product par and the cleanliness of the giveaway closet.
Coordinate internal communications and information relating to RFP production as requested.
Support management in analyzing, developing, implementing, and monitoring individual product benefits and web updates.
Support department data collection and reporting and web updates.
Serve as a resource for sales-team process improvement and coordination of Sales efforts with other departments.
Liaise between Sales and other internal departments regarding software updates or changes and training related to the employer portal, CRM, and other systems.
Monitor implementation tactics and results, formal product marketing plans, presentations, and product changes.
Coordinate and communicate information to the appropriate state Department of Insurance, including continuing education, broker appointment status, Sales employee appointment and licensing status, and regulatory issues.
Participate in required training, including department and company software, product knowledge, and training required to maintain employment.