Sales Operations Coordinator

About the role

FirstChoice, a subsidiary of Lincoln International, is seeking a Sales Operations Coordinator to join our Richmond, Virginia office. The Sales Operations Coordinator will provide professional support and exceptional service to both internal sales leaders and external clients. This role is key to FirstChoice member contract administration, new member onboarding, Salesforce and FirstChoice Agency Portal updates, and management of the member aggregation program. The 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.

Responsibilities

• Responsible for new member contract administration and initiating and completing the new member onboarding process.
• Assists with new member communications.
• Maintains the FirstChoice Agency Portal and updates the CRM and/or AMS with current client and prospect information.
• Manages the premium aggregation program, following 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 FirstChoice/MarshBerry services.
• Provides sales leaders with data and analytics support.
• Assists with building and editing internal and external presentations.
• Handles additional responsibilities and projects as assigned.

Requirements

• High School diploma required; college degree preferred (A.A. or equivalent).
• Minimum of 1-3 years of 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, PowerPoint, and Access or similar database.
• Intermediate knowledge of Microsoft Office, especially Excel and PowerPoint, is strongly preferred.
• Experience with Client Relationship Management (CRM) systems; Salesforce experience preferred.

Skills

• Strong interpersonal and communication skills.
• Excellent problem-solving abilities.
• Attention to detail and organizational skills.
• Team-oriented: positive and professional, maintains good working relationships with team members throughout MarshBerry.
• Open to others’ ideas and exhibits a willingness to try new things.

Benefits

• Competitive benefits.
• Hybrid work schedules.
• Opportunities for new challenges and learning experiences.

About the company

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning, and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include:

• Investment Banking services such as Merger & Acquisition Advisory and Capital Raising.
• Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning.
• Organic Growth Consulting, Executive Peer Exchange, Agency Network, and Market Intelligence & Performance Benchmarking.

MarshBerry provides consulting services primarily to independent insurance agents, brokers, carriers, and wealth and retirement plan advisors. Our services include financial, operational, and sales management consulting, merger and acquisition advisory, an agency network, peer-to-peer exchange, and information services. We are recognized for providing innovative and customized solutions, building trusted advisor relationships with our clients.

MarshBerry has been awarded:

• North Coast 99
• Top Work Places – The Plain Dealer
• Best Companies Group - Inclusive Workplace
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite