You haven't searched anything yet.
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 the CRM and 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, provide sales leaders with data and analytics support, and assist with client correspondence and calendar maintenance as needed.
Responsibilities:
Selection Criteria
Education & Experience:
Other:
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, 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:
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.
Full Time
Business Services
05/13/2024
07/11/2024
marshberry.com
BEACHWOOD, OH
50 - 100
2007
Private
JOHN WEPLER
$10M - $50M
Business Services
MarshBerry provides investment banking, merger and acquisition advisory and consulting services for the insurance industry.
The job skills required for Sales Operations Coordinator include Customer Service, Microsoft Office, Project Management, CRM, Verbal Communication, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Sales Operations Coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Sales Operations Coordinator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Sales Operations Coordinator positions, which can be used as a reference in future career path planning. As a Sales Operations Coordinator, it can be promoted into senior positions as a Media Design Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales Operations Coordinator. You can explore the career advancement for a Sales Operations Coordinator below and select your interested title to get hiring information.
If you are interested in becoming a Sales Operations Coordinator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Sales Operations Coordinator for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Sales Operations Coordinator job description and responsibilities
Serves as a liaison and primary point of contact for clients and stakeholders regarding the delivery and evaluation of contracted training. Stakeholders include clients, college staff and instructors.
05/04/2022: South Bend, IN
They assist with project management by creating assignments, tracking progress, and resolving issues.
04/27/2022: Lubbock, TX
Sales Operations Coordinators perform administrative tasks, such as making travel arrangements, answering phones, scheduling meetings, etc.
04/30/2022: Evansville, IN
They assign and oversee the work of classified staff and provides input regarding performance evaluations.
04/29/2022: Lexington, KY
They are responsible in managing budgets and preparing financial reports for senior management.
04/24/2022: Fort Wayne, IN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Sales Operations Coordinator jobs
Demonstrated experience as an account coordinator, sales assistant or similar role.
04/05/2022: Saint Louis, MO
Sales Operations Coordinators can earn certifications to gain a deeper knowledge of their daily responsibilities, test their skills and advance their careers.
04/01/2022: Miami, FL
While some sales operations coordinator roles are entry-level positions, most applicants need to have relevant work experience or certifications.
04/26/2022: Fort Worth, TX
Gain certification such as Certified Sales Professional and Professional Certified Marketer.
03/13/2022: Springfield, MA
Attend training & development sessions to understand the requirements of Sales, and be able to provide Sales with updates on new developments and tools.
04/24/2022: Lubbock, TX
Step 3: View the best colleges and universities for Sales Operations Coordinator.