Sales Operations Coordinator

FirstChoice is growing! We are seeking a Sales Operations Coordinator to join FirstChoice, a MarshBerry Company. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, flexible work schedules, new challenges, and learning experiences.

Job Details

Position Summary:

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.

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.

Selection Criteria

Education & Experience:

• 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.

Other:

• 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.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places - The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.