Brown & Brown · 14 hours ago
Sales Operations Coordinator
Brown & Brown is a company built on meritocracy that rewards self-starters committed to customer satisfaction. The Sales Operations Coordinator will support new sales efforts by coordinating with sales producers and internal teams, managing RFP initiatives, and contributing to business growth through proposal creation and sales pipeline management.
Insurance
Responsibilities
Support all sales efforts for the CTI organization
Track proposal requests within the Wrike and CRM tools and coordinate internal draft proposals, review process, and deliver to final audience
Manage, monitor, and notify CTI Sales team of RFP opportunities from the bid RFP services tool utilized by CTI
Support coordination of RFP initiatives including managing RFP Wrike tool process, coordination of deliverables from internal teammates, communications with prospects/channel partners, coordinate finalist meetings, and other related tasks
Research opportunities that are out-for-bid or will be going out to bid through our bid research tool
Research competitive intel and other types of requested information using our competitor intel tool and facilitate the internal competitor data capture process
Maintain sales pipeline information within Wrike for reporting to Leadership
Assist in reviewing the creation of sales sheets, proposal content, RFP content, presentation slides and other marketing pieces as requested
Participate in regularly scheduled internal sales meetings
Directly support requests from Brown & Brown brokers/offices and coordinate with Sales team
Other duties may be assigned
Qualification
Required
Bachelor's degree or 2+ years experience in professional business with an external client facing role
Project lead experience
Proficient with MS Office Suite, Adobe Creative Suite a plus
Preferred
College education with an emphasis in Business, English, Marketing, or other similar type of skillset
Healthcare industry experience
Sales and/or marketing experience
Client Management Relationship (CRM) tool management experience
Benefits
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Company
Brown & Brown
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.
Funding
Current Stage
Late StageLeadership Team
Recent News
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