Sales Support Coordinator

Position Summary

The Sales Support Coordinator provides administrative and operational support to the Stop Loss Marketing Specialist, assisting with RFP, new group on boarding, and renewals. This role helps ensure new submissions, new group onboarding, renewals, carrier communications, proposals, and related documentation are organized, accurate, and completed within established timelines.

The Coordinator works closely with brokers, carriers, internal teams, and other stakeholders to gather information, track outstanding items, coordinate follow-ups, and support the successful onboarding of new business. This is a process-driven role focused on organization, accuracy, responsiveness, and timely execution.

New Business Support & Onboarding

·         Assist with the intake of new business opportunities, including RFPs, census data, plan designs, and supporting documentation.

·         Review incoming information for completeness and identify missing or inconsistent information.

·         Organize and maintain new business submission materials for carrier quoting.

·         Assist with preparing and submitting quote requests to stop-loss carriers.

·         Track carrier submissions, quote status, outstanding requirements, and follow-up items.

·         Assist with coordinating new business onboarding activities once a case is sold.

·         Gather and organize required documentation and information for new group implementation.

·         Coordinate with internal teams to ensure required onboarding items are completed and communicated timely.

Renewal Coordination

·         Assist with stop-loss renewal process by gathering renewal information, census data, plan changes, claims information, and other required documentation.

·         Prepare and organize renewal submissions for carrier review.

·         Track renewal submissions, carrier responses, quotes, and outstanding requirements.

·         Follow up with carriers and internal stakeholders regarding renewal information and deadlines.

·         Support the preparation and distribution of renewal proposals and related materials.

·         Maintain accurate renewal tracking and documentation throughout the renewal cycle.

Carrier & Broker Coordination

·         Serve as a coordination point for routine communications with carriers, brokers, and internal teams.

·         Follow up on outstanding information, quotes, requirements, and documentation.

·         Maintain organized records of carrier correspondence and submission activity.

·         Assist with coordinating requests for updated quotes or revisions when information changes.

·         Provide status updates on active new business and renewal opportunities.

Proposal & Document Support

·         Assist with inputting rates and plan details into standardized proposal templates.

·         Compile proposal documents and supporting materials for review.

·         Ensure documents are complete, accurate, and consistently formatted.

·         Assist with revisions, re-quotes, and updates to proposals as requested.

·         Organize final proposal and renewal materials for delivery to brokers or internal stakeholders.

Process & Quality Control

·         Maintain tracking of active new RFPs, sold cases and renewals.

·         Keep files, spreadsheets, and systems current and organized.

·         Monitor deadlines and follow up on outstanding items.

·         Review information for accuracy and completeness before submission or distribution.

·         Identify and escalate issues, missing information, or potential delays.

Key Performance Indicators (KPIs)

·         Timeliness of new business and renewal coordination

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