Sales Coordinator, Risk Strategy

Relation Insurance Services

. Coordinate stop-loss new business and renewal opportunities .

Posted 9/22/2026full-timeRemote • Oklahoma • United StatesJuniorMid-Level💰 $25 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational skills and attention to detail while managing multiple priorities in a fast-paced environment. Proficient in CRM tools and Microsoft Office applications to support sales coordination and client service in the insurance industry.

Highest-signal resume keywords

Sales Support ExperienceCRM ProficiencyOrganizational SkillsWritten And Verbal CommunicationInsurance Operations Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales CoordinationProposal PreparationData ManagementClient ServiceBusiness DevelopmentAccount Management SupportInsurance BrokerageUnderwritingStop-Loss KnowledgeThird-Party Administrator (TPA) Experience

Soft Skills

Attention To DetailAbility To Work IndependentlyCollaboration Across TeamsSound JudgmentConfidentiality

Tools & Technologies

Microsoft OfficeCRM ToolsWorkflow Management Systems

Industry Keywords

Sales DocumentationClient OnboardingBusiness RecordsFast-Paced EnvironmentRenewal Packages

About the role

Key responsibilities & impact

Coordinate stop-loss new business and renewal opportunities
Maintain accurate CRM records, activities, and status updates
Track deliverables, follow-up activities, deadlines, and next steps
Prepare, review, and assemble proposals, renewal packages, presentations, and related sales materials
Coordinate communication among sales, underwriting, implementation, carrier, and client stakeholders
Schedule and coordinate meetings, presentations, carrier discussions, and other sales-related activities
Document action items and follow-up requirements
Maintain sales documentation, proposal history, carrier information, underwriting correspondence, and business records
Monitor outstanding tasks and deliverables and follow up with stakeholders
Support prospecting initiatives through research, data management, and business development coordination
Assist with onboarding coordination for new clients
Use CRM tools and business systems to improve efficiency and data accuracy
Perform other assigned projects, duties, and tasks

Requirements

What you’ll need

High school diploma or equivalent required
Two or four-year degree in business, communications, marketing, insurance or a related field preferred
Minimum of 2 years of experience in sales support, business coordination, client service, insurance operations, account management support, or related business environment
Experience supporting sales, employee benefits, stop-loss, insurance brokerage, underwriting, third-party administrator (TPA), or related business operations preferred
Strong organizational skills with the ability to manage multiple priorities, competing deadlines, and follow-up activities in a fast-paced environment
Strong written and verbal communication skills
Demonstrated attention to detail and commitment to producing accurate, high-quality work products
Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
Experience working with CRM, workflow management, or other business systems, or demonstrated ability to learn new technology platforms quickly
Ability to work independently while collaborating effectively across teams and business functions
Ability to exercise sound judgment and maintain confidentiality when handling sensitive business information

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program, subject to program rules and individual and organizational performance