Operations Coordinator, Insurance

This position supports divisional leadership and cross-functional business operations through CRM and reporting management, data analysis, event coordination, and executive scheduling. The ideal candidate is highly organized, thrives in a fast-paced environment, and can move seamlessly between strategic projects and day-to-day operational support.

Responsibilities

• Maintain and update divisional level CRM platforms including Salesforce and Monday.com dashboards across the Benefits Division businesses
• Manage and maintain divisional level Monday.com boards and reporting for all Benefits Division business units
• Perform data manipulation, analysis, and reporting to support leadership decision-making
• Prepare monthly Benefits Division scorecards and send to SVP, Growth Strategy Officer for distribution
• Support event planning and preparation for divisional webinars, summits, and meetings
• Manage calendars and scheduling for the Benefits Divisional President and SVP, Growth Strategy Officer
• Serve as a coordination point and liaison between SPG Marketing and Benefits Division businesses
• Track and update cross-divisional OKRs for the full Benefits Division as directed by SVP, Growth Strategy Officer
• Support additional operational and administrative projects as needed

Qualifications

• Preferred 1+ years of experience in operations, project management, or a similar coordination-heavy role
• Experience in CRM platforms (Salesforce and/or Monday.com) preferred
• Excellent written communication skills with the ability to draft professional correspondence and reports
• Highly detail-oriented with strong organizational skills
• Ability to manage multiple projects simultaneously while consistently meeting deadlines
• Comfortable working with data — including manipulation, formatting, and visualization
• Self-starter who can work independently in a remote environment
• Experience preferred in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
• Experience in the insurance or employee benefits industry is a plus but not required

Pay

The expected salary range for this position is $60,000 to $75,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

Benefits

• Comprehensive health, dental, vision, life, and disability insurance
• FSA and HSA accounts
• 401(k) retirement plan
• Paid-time-off benefits including vacation, sick, personal, floating holidays, and company holidays
• Eligible annual bonuses, equity, and commissions for some positions

Bachelor's degree required. 2-5 years of relevant experience preferred. No travel required.