JOB SUMMARY

The Sales Coordinator is a critical member of the Heath Commercial team, responsible for supporting commercial operations by managing, analyzing, and standardizing all sales and retention activity data, including prospects, quotes, sales, and retention results. This role serves as a central point of contact for the centralized proposal request email address and plays a key role in ensuring timely and accurate completion of all sales activity’s reports. The ideal candidate is a highly organized and detail-oriented individual who can provide exceptional customer service to employer-sponsored plan clients and prospects, while maintaining accurate and up-to-date records of sales activities.

ESSENTIAL FUNCTIONS

Retention Log Administration and Data Management:
Maintain accurate and up-to-date records of prospects, quotes, sales and retention results through defined Excel report templates and other sales management tools.
As the primary administrator for the Sales and Retention Logs, manage data entry for all prospects and existing clients, including group information, broker details, contracts, and members data, current and renewal Estimated Annual Premium (EAP) information, and other relevant data points as required.
Ensure that all relevant data is captured and easily accessible, and that data integrity and accuracy are maintained.
Reporting and Analysis:
Prepare and deliver key reports to executive leadership, including monthly and ad-hoc reports, as well as develop and maintain analytical tools such as Pivot Tables to quickly analyze sales data in a timely manner.
Prepare structured data for use in charts, presentations, and other materials, ensuring that insights and trends are clearly and effectively communicated to stakeholders.
Identify areas for process improvement and provide recommendations to optimize sales operations and reporting.
Email Management and Response:
Act as the primary administrator of the SolicituddePropuestas@ssspr.com email address, evaluating, classifying, and assigning requests for proposals, quotes, and other inquiries from prospects and producers to the appropriate Sales Executive according to established Sales Department Operational guidelines.
Ensure timely and professional responses to all requests and maintain accurate records of all correspondence.
Sales Executive Coordination:
Coordinate recurrent meetings with Sales Executives to reconcile and obtain necessary data elements for report completion, ensuring accuracy and completeness of sales data.
Collaborate with Sales Executives to resolve issues and respond to requests from external and internal clients.
Customer Service:
Provide exceptional customer service to employer-sponsored plan clients and prospects, responding to inquiries and resolving issues in a timely and professional manner.
Coordinate with internal stakeholders to resolve issues and respond to requests from external and internal clients.

EDUCATION

EXPERIENCE

Bachelor’s degree in arts, Science or Business Administration (Accounting, Finance, Marketing)

LICENSES AND CERTIFICATIONS

COMPETENCIES