Benefits Sales Support Coordinator

Role Overview

• Provide quoting, renewal, and administrative support to Account Executives and Account Managers.
• Coordinate the marketing and quoting of various benefit coverages with designated carriers.
• Prepare and distribute customized spreadsheets, proposals, and renewal materials.
• Analyze, input, and maintain accurate sales and financial data.
• Communicate with brokers and sales partners to ensure installation expectations are met.
• Participate in special projects and other related duties as assigned.

Requirements

• Bachelor’s degree or equivalent experience preferred.
• 1–2 years of experience in employee benefits, insurance, sales support, or a related field.
• Strong attention to detail with the ability to maintain accuracy.
• Ability to manage multiple priorities with limited direction, using sound judgment and organization skills.
• Proficiency with Microsoft Office, particularly Excel and Word.
• General math and basic analytical skills.
• Familiarity with group insurance and employee benefit products is strongly preferred.
• Knowledge of standard group underwriting concepts and practices is preferred.
• Ability to handle confidential information with discretion.

Benefits

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