Sales Coordinator

Relation Insurance ServicesGreensboro, NC

About The Position

The Sales Coordinator will provide support to the Production and Sales Development team and will provide support for client and prospect touch points. The Sales Coordinator will also support the Sales team with the execution of the sales process. The person in this position will work closely with the sales teams to develop creative ideas and concepts, choosing the appropriate media and style to meet objectives. The work demands creative flair, up-to-date knowledge of industry software and a professional approach to time, costs and deadlines.

Requirements

  • Minimum of 2+ years’ experience in marketing, or communications-related position.
  • High level of proficiency in Microsoft Office, especially PowerPoint, Word, and Excel.
  • Experience with content management system.
  • Experience creating presentations in various formats.
  • Experience with social media, including Facebook and Twitter.
  • Excellent written and verbal skills.
  • Very strong attention to detail and organization.
  • Intellectual curiosity, critical thinking skills, and the desire to learn every day.
  • Ability to multi-task, work independently, anticipate department needs, and reprioritize projects as new ones come in.
  • Copyediting and proofreading skills.
  • Writing for the Web.

Nice To Haves

  • A 4-year degree in Marketing/Communications, Graphic Design, or related field, preferred.
  • Interest in or experience in insurance is a plus.

Responsibilities

  • Drive account-based marketing touchpoints, content creation and updates.
  • Plan and execute logistics for customer/partner/prospect events.
  • Assist the Sales Team with the execution of the Sales Process.
  • Identify, source, and qualify sales/acquisition opportunities in areas of strategic interest.
  • Coordinate client, prospect, and partner touchpoints; client concierge.
  • Manage, train, and produce reports in Salesforce, Zywave, and other software as needed.
  • Manage email marketing process for date-sensitive emails, including confirming lists, dates, and correct content; work with IT and administrator to send emails; follow-up with client as needed.
  • Track production tasks daily using project management tracking tool.
  • Help manage Web content, including client-specific pages that are updated semi-annually and on deadline.
  • Works with Marketing and Compliance teams to ensure that web content reflects most current versions of documents.
  • Format presentation materials, including PowerPoint presentation, new business proposals and responses to RFP submissions, white papers, etc., with current branding, look & feel on deadline.
  • Assist with social media marketing for Web, Facebook, and Twitter as needed.
  • Working with Director, create and implement campaigns for certain clients, including designing advertising for print and online publication.
  • Assist with trade show booking, collateral, and shipping as needed.
  • Order, manage, and organize stock of department supplies, binders, & branded merchandise
  • Upon the request of the marketing manager, may work on miscellaneous creative/design projects such as fliers, postcards, trade show materials, etc.
  • Perform light administrative work, such as filing, shipping, occasional mailings, etc.
  • Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
  • Performs other projects, duties, and tasks, as assigned.

Benefits

  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Career advancement and development opportunities.
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