Sales & Client Service Coordinator

About the role

As our Sales & Client Service Coordinator, you will help support, retain, and grow our customer relationships, with particular focus on accounts and adjusters in territories that do not have a dedicated sales representative.

This is a coordinator-level role centered on keeping existing accounts engaged and well served, with a meaningful outbound component focused on re-engaging lapsed adjusters and driving referrals.

Responsibilities

• Serve as a key point of contact and service partner for strategic and House accounts, supporting the relationship owner and keeping clients well served when reps are traveling.
• Retain and grow our California business, and manage accounts and adjusters in territories without a dedicated rep, through proactive, relationship-focused engagement.
• Re-engage lapsed and stale adjusters, run targeted re-engagement campaigns, and track reactivated referrals in the CRM.
• Support onboarding of new large clients, coordinate stewardship and business review meetings, and act as the client's internal advocate on priorities and special requirements.
• Conduct post-service satisfaction calls and gather client feedback to surface and resolve issues early.
• Cook up marketing events, webinars, and community-focused initiatives from end to end, including venues, logistics, and pre- and post-event follow-up.
• Create and repurpose marketing content, including LinkedIn posts, collateral, and TRIUniversity webinar recordings.
• Maintain CRM data hygiene in or CRM (HubSpot), keep coverage maps and pipeline information current, and conduct prospect research to support the sales team.
• Pull reports and customer lists from HubSpot and internal systems, and assist with month-end sales reporting.
• Liaise with the operations team on account-specific billing issues and provide limited administrative support to the VP of Business Development.

Requirements

• Two or more years of experience in sales support, client service, account coordination, inside sales, or sales operations, ideally in a B2B environment.
• Comfort with HubSpot, or the ability to learn a new CRM quickly, along with proficiency in Microsoft Office.
• Strong organization, follow-through, and attention to detail, with the ability to manage service, outbound, and coordination work at the same time.
• Excellent written and verbal communication, including confidence on the phone with clients and adjusters.
• Ability to work a hybrid schedule based out of our Lombard, IL office.

Qualifications

• A plus, but not required: exposure to workers' compensation, managed care, insurance, or healthcare (this is trainable), and familiarity with tools such as Apollo, LinkedIn, and webinar platforms.

Skills

• Exceptional organizational and communication skills.
• Ability to multitask and prioritize effectively.
• Proficiency in Microsoft Office and HubSpot.
• Experience with CRM systems.

Benefits

• Base salary of $55,000 to $70,000, depending on experience, plus bonus eligibility tied to referral growth and the reactivation of stale or lapsed accounts.
• Hybrid schedule with regular time in our Lombard, IL office.
• Limited travel, a handful of times per year at most, primarily for conferences and events.
• Generous Time Off: 20 days of vacation plus 8.5 paid holidays.
• Retirement Savings: 401(k) match to help you plan for the future.
• Comprehensive Insurance: Medical, dental, and vision coverage.
• Disability Coverage: Short-Term (STD) and Long-Term Disability (LTD) insurance.
• Employee Support: Employee Assistance and Referral Program.