Sales Operations Coordinator

Sales Operations Coordinator

First Choice is growing! We are seeking a Sales Operations Coordinator to join First Choice, a Marsh Berry Company. We have a people‑first, fast‑paced, collaborative culture with plenty of opportunity for growth. Marsh Berry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all Marsh Berry colleagues play a critical role in directly or indirectly cultivating those trusted relationships.

Marsh Berry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, flexible work schedules, new challenges, and learning experiences.

Marsh Berry is currently seeking a Sales Operations Coordinator for our Richmond, Virginia office. The Sales Operations Coordinator will provide professional support and exceptional service to both internal sales leaders and external clients. This position will be responsible for First Choice member contract administration, new member onboarding, updating Salesforce and the First Choice Agency Portal, and managing the member aggregation program.

The Sales Operations Coordinator will also develop and maintain relationships with insurance carrier representatives to facilitate service and meeting requests and provide sales leaders with data and analytics support.

• Responsible for new member contract administration and initiating and completing the new member onboarding process. Assists with new member communications.
• Maintains the First Choice Agency Portal and updates the CRM and/or AMS with current client and prospect information.
• Manages the premium aggregation program. Follows up with members to ensure timely completion of requests.
• Assists with Salesforce integration, documentation, maintenance, and reporting.
• Cultivates and maintains effective relationships with potential internal and external clients, insurance carrier partners, and stakeholders that can directly or indirectly lead to revenue generation for all First Choice/Marsh Berry services.
• Provides sales leaders with data and analytics support.
• Assists with building and editing internal and external presentations.
• Additional responsibilities and projects as assigned.

• High School diploma required, college degree preferred (A.A., + degree or equivalent).
• Minimum of 1-3 years office administration, project management, or other relevant experience.
• Experience in financial services, insurance, and/or consulting is a plus.
• Proficient with technology including Microsoft Word, Excel, Power Point, and Access or similar database. Intermediate knowledge of Microsoft Office, especially Excel and Power Point is strongly preferred. Experience with Client Relationship Management (CRM) systems.
• Salesforce experience preferred.

• Strong interpersonal and communication skills.
• Excellent problem‑solving abilities.
• Attention to detail and organizational skills.
• Experience with Client Relationship Management (CRM) systems.
• Team oriented:
  Positive and professional, maintains good working relationships with team members throughout Marsh Berry. Remains open to others’ ideas and exhibits a willingness to try new things.

• Seniority level:
  Entry level
• Employment type:
  
  Full‑time
• Job function:
  Customer Service
• Industry: Insurance

Marsh Berry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

Marsh Berry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and…