Sales Operations Coordinator

Feb 27 2023
ALTRES Office |Honolulu|Full Time, $35,000 - $50,000 / year
Job Description

Great opportunity to assist with the day-to-day sales operations of a local health insurance firm. In this role, you will assist with ensuring clients have a smooth experience?from client prospecting, to proposal generation, to onboarding.

Since this role will be managing the Customer Relationship Management database, prior experience with Salesforce is highly preferred.

Think you have what it takes to succeed in this role? Apply today for immediate consideration!


Full-time, 39 hours/week, Mon-Thu 8:00am-5:00pm, Fri 8:00am-4:00pm


Honolulu, Oahu


$35,000 to $50,000 a year


  • Assist with managing the sales pipeline including lead assignment, requests for quotes (RFQ), and proposal generation. Ensure Salesforce is kept up to date throughout the entire process.
  • Work with staff members and customers to resolve questions and ensure receipt of the correct documentation needed to evaluate risk and set premium levels.
  • Assist Brokers and Account Executives with onboarding clients including final paperwork, client meetings and setup, and onsite orientations as needed.
  • Provide weekly updates to the Chief Revenue Officer and Director of Sales Operations on the current state of the pipeline, action items, and pending items to ensure pipeline quality control.
  • Serve as an administrative backup to the team.
  • Perform other duties as assigned.


  • Bachelor?s degree; 2 years of experience in sales operations, health insurance or a related area; or an equivalent combination of education and experience is required.
  • Excellent customer service, interpersonal, organizational, analytical, time management, and verbal and written communications skills.
  • Intermediate proficiency in Microsoft Word, Excel, PowerPoint and Outlook. Experience with Salesforce preferred.
  • Good typing, reporting and database management skills.
  • Valid driver?s license, personal vehicle and no-fault auto insurance required.