Sales Operations Coordinator

Brown & Brown Insurance

About The Position

Supports all new sales efforts for the CTI organization through coordinating with the sales producers, internal teammates, brokers/consultants, and prospects. Responsible for reviewing RFP proposal responses, coordinating subject matter expert deliverables on schedule, and creating proposals that drive business growth. Actively participate within internal sales meetings, sales and marketing initiatives, conference support, and other similar types of tasks. Create and maintain tasks for all new sales opportunities within task management tool and the Brown & Brown Client Management Relationship (CRM) tool. Contribute to company expansion by assisting with new business acquisition efforts.

Requirements

Bachelor’s degree or 2+ years' experience in professional business with an external client facing role
Project lead experience
Proficient with MS Office Suite

Nice To Haves

Adobe Creative Suite
College education with an emphasis in Business, English, Marketing, or other similar type of skillset
Healthcare industry experience
Sales and/or marketing experience
Client Management Relationship (CRM) tool management experience

Responsibilities

Support all sales efforts for the CTI organization
Track proposal requests within the Wrike and CRM tools and coordinate internal draft proposals, review process, and deliver to final audience
Manage, monitor, and notify CTI Sales team of RFP opportunities from the bid RFP services tool utilized by CTI
Support coordination of RFP initiatives including managing RFP Wrike tool process, coordination of deliverables from internal teammates, communications with prospects/channel partners, coordinate finalist meetings, and other related tasks
Research opportunities that are out-for-bid or will be going out to bid through our bid research tool
Research competitive intel and other types of requested information using our competitor intel tool and facilitate the internal competitor data capture process
Maintain sales pipeline information within Wrike for reporting to Leadership
Assist in reviewing the creation of sales sheets, proposal content, RFP content, presentation slides and other marketing pieces as requested
Participate in regularly scheduled internal sales meetings
Directly support requests from Brown & Brown brokers/offices and coordinate with Sales team.