Sales Implementation Coordinator
Risk Strategies Company, United States

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
May 3, 2021
Last Date
Jun 3, 2021
Location(s)

Job Description

Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and 2,400 employees across the US amp; Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held Pamp;C Broker and the 16th largest US Broker by Insurance Journal.

Primary Responsibilities and Duties:

  • Support Sales Implementation Team to effectively manage deliverables and meet critical deadlines
  • Prepare for and attend team meetings
  • Perform routine administrative and operational duties to support overall team success
  • Prepare, circulate and follow up on captive implementation related documents
  • Review captive implementation related documents to confirm accuracy and completion
  • Maintain case tracking databases (i.e., Salesforce) and client files)
  • Complete routine sales implementation projects as assigned
  • Work cross-functionally with Sales and Underwriting teams and interact with Partners, Clients and Service Providers to help drive successful project completion

Requirements

  • 1-3 years’ experience in work environment
  • Bachelor’s Degree Preferred; Associates Degree Acceptable. Looking for area of emphasis in Business Management or Administration, Finance, Risk Management, or similar

Job Specification

Job Rewards and Benefits

Risk Strategies Company

Information Technology and Services - San Jose, United States
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