Sales Coordinator

Job Description The Sales Coordinator (SC) works directly with Stop Loss Specialists (SLSs), Account Managers (AM), and Sr. Account Managers (Sr. AM) to coordinate the completion of prospect and sold case activities. The SC ensures the efficient flow of information by communicating effectively with internal and external partners, including SLSs, AMs, Sr. AMs, third‑party administrators (TPAs), brokers, and clients. Responsibilities Collaborate with SLSs, AMs, Sr. AMs, underwriters, premium specialists, and external partners to ensure the efficient flow of information. Coordinate prospect activity, reporting, system updates, questionnaires, sending proposals, broker updates, and confirming plan documents, including Health Navigator cases. Support AMs/Sr. AMs to promote proactive account management and strong relationships. Communicate regularly with internal and external partners to meet or exceed client expectations. Manage multiple tasks simultaneously, complete tasks within standard turnaround time, and communicate delays promptly. Participate in the development of SC team processes, propose improvements, and use continuous improvement tools. Build and update current processes for team tasks. Mentor new hires within the role. Perform additional responsibilities as needed. Qualifications Bachelor’s degree and/or at least one year of client/customer support experience, preferably in an account services capacity. Exceptional verbal, written, and interpersonal communication skills with strong relationship‑building ability. Excellent organizational and prioritization skills, follow‑through, and ability to manage multiple tasks simultaneously while maintaining professionalism and responsiveness. Ability to work effectively in a fast‑paced, transaction‑oriented environment. Demonstrated flexibility and adaptability in support of the team during peak periods. Ability to work autonomously and as part of a cohesive team. Knowledge of the insurance industry, distribution, and customer service preferred. Proficiency with the Microsoft Office suite, especially Excel. Experience using different tools simultaneously. Benefits Generous vacation and sick time. Market‑leading paid family, parental, and adoption leave. Medical coverage. Company‑paid life and AD&D insurance. Disability programs. Partially paid sabbatical program. 401(k) employer match, stock purchase options, and employer‑funded retirement account. Flexible, inclusive, collaborative work environment with career growth opportunities. Salary Range: $55,700 - $75,200 We will make reasonable accommodations to the known physical or mental limitations of otherwise‑qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email View email address on click.appcast.io to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category Sales - Distribution Support Posting End Date 27/08/2026 #J-18808-Ljbffr Crains Cleveland