Sales & Retention Specialist

Position: Sales & Retention Specialist

Compensation: $ 20/hour, depending on experience

Location: Tulsa, Oklahoma

Inceed has partnered with a great company to help find a skilled Sales & Retention Specialist to join their team!

This is a great contract opportunity for a detail-driven professional who enjoys supporting sales and retention efforts through data entry, analysis, and client-focused coordination. You’ll play a key role in helping prepare proposals, review benefit information, and keep workflows moving smoothly during new and renewing group submissions. With two openings available and contracts running through March 2027, this is a strong opportunity to contribute to a busy team and make an immediate impact.

Key Responsibilities & Duties:

• Monitor inboxes and respond to RFP requests.
• Gather and organize benefit information from multiple sources.
• Build proposals using standardized templates.
• Prepare benefit comparisons and support recommendation development.
• Review contracts for new and renewing groups.
• Coordinate workflow routing for installs, changes, and terminations.
• Communicate with internal teams and external agents.
• Support reporting, documentation, and client deliverables.
• Provide general departmental support and cross-coverage.

Required Qualifications & Experience:

• 3 years of relevant experience or equivalent education and experience.
• High school diploma required.
• Strong data entry and attention to detail skills.
• Proficiency in Excel and Microsoft Office applications.
• Ability to manage multiple priorities and deadlines.
• Strong communication and client-facing skills.
• Comfort working independently and cross-functionally.
• Ability to complete a Health Care Sanctions background check.
• Ability to obtain Oklahoma Life and Health license within 45 days, if needed.

Nice to Have Skills & Experience:

• Health insurance industry experience.
• Experience with proposals or financial exhibits.
• Project coordination or workflow tracking experience.
• Familiarity with benefit enrollment processes.
• Presentation experience with internal or external audiences.

Perks & Benefits:

• 3 different medical health insurance plans, dental, and vision insurance
• Voluntary, Short-term and Long-term disability insurance
• Paid time off, 401k, and holiday pay
• Weekly direct deposit or pay card deposit

Other Information:

• Contract positions with two openings available.
• Assignment is expected to run through March 2027.
• Role supports sales and retention operations in a fast-paced environment.
• Work involves collaboration with multiple internal and external stakeholders.

If you are interested in learning more about the Sales & Retention Specialist opportunity, please submit your resume for consideration. Our client unable to provide sponsorship at this time.

We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them.

Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.