Risk

• 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

Sales Coordinator, Risk Strategy

• Serve as the client’s trusted advisor and communicate solution options to the client and team
• Manage staff on engagement deliverables and complete technical and strategic reviews to ensure quality control, on-time delivery, and budget compliance
• Handle client responsibilities using knowledge of industry trends, industries, and alternatives
• Understand client organizations, procedures, and internal policies
• Develop new clients with upper management and participate in client meetings, presentations, proposal development, and cross-serves
• Manage and retain multiple client relationships, engagements, and special projects
• Develop overall engagement budgets and meet charge hour goals
• Manage billing and realization for assigned clients and explain variances
• Supervise, train, and mentor staff
• Foster a positive team culture and support management decisions
• Participate in practice development activities that generate new business and cross-serving opportunities
• Conduct client interviews and process walkthroughs, draft process narratives, and perform testing procedures
• Monitor and assess client business control environments and identify changes or exceptions
• Complete audit work papers, clear management comments, vet findings and observations, and communicate them to clients, teammates, and management
• Identify process improvements, effective business processes, best practices, and internal control approaches
• Provide risk and advisory services including internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG, and risk consulting

Risk jobs in Oklahoma

Sales Coordinator, Risk Strategy

Senior Manager – Risk & Advisory