Job Description

We are seeking a detail-oriented and highly organized Sales Coordinator to join our team. This role will support our sales and underwriting teams by managing the end-to-end proposal process for our level-funded product. The Sales Coordinator will be responsible for processing Requests for Proposals (RFPs), running census data, preparing proposal documents, and conducting cost comparisons to help position our solutions competitively in the market.

Roles & Responsibilities

RFP Management & Intake

• Receive, review, and manage incoming RFP requests from brokers, consultants, and sales representatives.
• Validate RFP submissions for completeness and accuracy.
• Collaborate with sales, underwriting, and product teams to clarify requirements.

Proposal Creation

• Run employer census data through Gradient (or similar) quoting software to generate rates and plan options.
• Prepare custom proposal documents and presentations tailored to client needs.
• Ensure accuracy and consistency in all proposal materials and output.

Cost Comparisons & Analysis

• Perform cost comparisons between current carrier rates and proposed level-funded solutions.
• Summarize key savings opportunities and financial highlights in proposal deliverables.
• Assist in developing competitive positioning strategies based on market intelligence.

Data Management & Reporting

• Maintain proposal tracking tools and RFP pipeline reports.
• Organize and store proposal documents for audit and reference purposes.
• Support sales reporting requests related to proposals and quoting activity.

Key Performance Indicators (KPI’s)

1. RFP Turnaround Time – Average time from receiving the RFP to delivering the proposal to the sales representative (goal: 1-2 business days depending on group size and complexity).
2. RFP Volume Processed – Total number of RFPs handled monthly or quarterly to measure workload and efficiency.
3. RFP Pipeline Management & Reporting – Maintenance of accurate tracking and reporting on all active RFPs.
4. Process Improvement Contributions – Number of suggestions or improvements submitted and implemented for proposal processes annually (goal: at least 2-3 per year).
5. Tracking System Compliance – Percentage of RFPs entered into tracking system with all required fields completed (goal: 100%).

Educational and Qualification Requirements

• 1-2 years of experience in a sales support, proposal coordination, or quoting role — preferably within employee benefits, health insurance, or level-funded products.
• Proficient with quoting tools such as Gradient, Excel-based models, or underwriting platforms.
• Strong attention to detail, organizational skills, and ability to manage multiple deadlines.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Familiarity with level-funded or self-funded health plan concepts is preferred.

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