Sales Operations Coordinator

MarshBerry•Richmond, VA

3d•Hybrid

About The Position

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Sales Operations Coordinator to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. 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 Salesforce and the 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 and provide sales leaders with data and analytics support. This is a hybrid position based out of our Richmond, Virginia office. The individual will work onsite Monday through Thursday with the option to work remotely on Friday's.

Requirements

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 including 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.
Strong interpersonal and communication skills.
Excellent problem-solving abilities.
Attention to detail and organizational skills.
Experience with Client Relationship Management (CRM) systems.
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.

Nice To Haves

college degree preferred (A.A, + degree or equivalent).
Experience in financial services, insurance, and/or consulting is a plus.
Intermediate knowledge of Microsoft Office, especially Excel and Power Point is strongly preferred.
Salesforce experience preferred.

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 and/or 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.
Provides sales leaders with data and analytics support.
Assists with building and editing internal and external presentations.
Additional responsibilities and projects as assigned.