Sales Support Coordinator

🔒 Confidential Employer
Posted 7 May 2026
LOCATION
Remote
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Sales & Marketing
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Sales Support Employee Benefits CRM Pipeline Management Group Health Insurance Quoting Microsoft Office Suite Adobe Acrobat Benefit Administration Technology Interpersonal Communication

FULL DESCRIPTION

Sales Support Coordinator

Company: [Employer hidden — sign up to reveal] (via InterLutions) | Location: Fully Remote | Job Type: Full-time

Not just a job, but a career. Looking to become part of something bigger than just insurance? Do you really want to make a difference in people's lives? Our company is not just an insurance agency - we're a team of dedicated professionals committed to helping employers thrive. Our Sales Support Coordinator will play a critical role in driving our agency’s growth by helping to bring our best-in-class employee benefit solutions to credit unions, their employees, and their business clients.

Make a Difference

Are you a motivated, results-driven individual who thrives on building relationships and helping people succeed? [Employer hidden — sign up to reveal] is looking for a driven sales support professional with employee benefits experience to expand our innovative “I-Care” solutions to credit unions across the country. We employ strategic and dynamic leaders with entrepreneurial mindsets. Our Sales Support Coordinator will work closely with clients to assess their needs and tailor our competitive health plans to meet their goals. Key responsibilities include:

Sales Management Support

  • Schedule introductory calls with our solutions team with qualified credit union prospects
  • Manage meeting logistics, attendees, pre-call context, and post-meeting follow-up
  • Own day-to-day CRM pipeline hygiene, track outreach activity and outcomes, and coordinate internal handoffs between solutions and service teams

Renewal and Retention Support

  • Assist with annual renewal workflows: gathering census/renewal inputs, organizing carrier information, and coordinating internal timelines
  • Support client communications during renewal cycles
  • Document renewal decisions and next steps in a CRM pipeline to ensure continuity and accountability

Client Services Team Support

  • Partner with the client services team to support ongoing client needs, including benefit administration coordination, cross-selling opportunities, and client service follow-up
  • Assist with client-facing documentation and organization

Reporting, Process Improvement & Collaboration

  • Produce weekly reporting CRM dashboards to support team prioritization
  • Discover and remove potential bottlenecks and recommend improvements to outreach sequences, handoffs, and renewal checklists
  • Collaborate with leadership on campaign execution

Requirements

  • 3-5 years of sales and support experience in the employee benefits industry
  • Experience with group health insurance and ancillary plan quoting
  • Comfortable with Microsoft, Adobe, and Benefit Administration technology
  • Ability to prioritize multiple deadlines (especially during renewal season)
  • Comfortable using CRM pipeline tools and maintaining clean data
  • Strong interpersonal and communication skills – you're a natural at building rapport
  • Sales and service-driven mindset with a passion for helping clients make informed decisions
  • Ability to thrive in a fun, fast-paced environment and adapt to changing markets

Additional Responsibilities

  • Familiarity with credit union philosophy, laws, compliance, and regulatory requirements related to matters of state and federally chartered credit unions
  • Familiarity with [Employer hidden — sign up to reveal]’s Bylaws, policies, and operational procedures
  • Familiarity with and compliance with the National Credit Union Administration (NCUA), Federal Financial Institutions Examination Council (FFIEC), Gramm-Leach-Bliley Act (GLBA), Bank Secrecy Act (BSA), Anti-Money Laundering (AML), USA PATRIOT Act, Office of Foreign Asset Control (OFAC), and all other relevant regulatory requirements
  • Familiarity with information security best practices and data protection responsibilities, and compliance with all cyber security requirements of [Employer hidden — sign up to reveal]

Benefits

  • Pension (fully funded by [Employer hidden — sign up to reveal])
  • 401(k)
  • Health, Dental, Vision
  • Group Life and Long Term Disability
  • Paid Time Off
  • Sabbatical Program
  • Tuition Reimbursement
  • Remote work opportunities
  • Competitive salary
  • And much more!

Why [Employer hidden — sign up to reveal]?

[Employer hidden — sign up to reveal] was recently recognized with a "Great Place to Work" certification. We cultivate a culture of respect, ethics, teamwork, and innovation. We serve as a trusted partner and advisor to credit unions and provide this value with the same high-level of trust and appreciation we offer our employees.

We offer competitive compensation and more importantly, a culture that empowers you to balance the contributions you make to your profession, your family and friends, and your community. We offer flexible work arrangements so you can enjoy a healthy work-life balance.

At [Employer hidden — sign up to reveal] you are part of a larger movement centered on "People Helping People"!

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