Sales Operations Coordinator

Sales Operations Coordinator

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Sales Operations Coordinator to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary: MarshBerry 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 FirstChoice member contract administration, new member onboarding, updating Salesforce and the FirstChoice 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. This is a hybrid position based out of our Richmond, Virginia office. The individual will work onsite Monday through Thursday with the option to work remotely on Friday's.

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. 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 FirstChoice/MarshBerry services. Provides sales leaders with data and analytics support. Assists with building and editing internal and external presentations. Additional responsibilities and projects as assigned.

Selection Criteria Education & Experience: 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.

Other: 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. Remains open to others' ideas and exhibits a willingness to try new things.

Who We Are: 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, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking.

What We Do: MarshBerry 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 acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.