Operations Support Coordinator, Sales Strategy

Role Overview

• Provide administrative and operational support to ensure the smooth functioning of our department
• Assist in process development, data management, and project coordination
• Collaborate with operations management to maintain and optimize departmental workflows
• Maintain accurate records and documentation related to business operations
• Ensure data integrity and assist with data analysis and reporting as needed
• Support the creation, dissemination, and storage of departmental information
• Coordinate logistics and planning for departmental team events and meetings
• Provide general administrative support to team members

Requirements

• Bachelor’s degree preferred or equivalent experience
• 1-2 years previous experience in customer service, operations, or in an administrative position preferred
• Can effectively navigate within CRM and various carrier platforms
• Can define and explain the various steps in our processes
• Capacity to solve problems while considering impact to client and firm
• Microsoft office skills (Outlook, Word, Excel, and PowerPoint)
• Basic knowledge of process improvement methodologies (e.g., Lean, Six Sigma)

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs