Customer Success Manager
Launchmetrics
Life Sales Coordinator
The Standard
full-time
Posted on:
Origin: • 🇺🇸 United States • Colorado, Illinois, Pennsylvania
Visit company websiteSalary
💰 $64,250 - $94,000 per year
Job Level
JuniorMid-Level
About the role
- Support Strategic Partnerships Manager by delivering operational, sales, and administrative assistance for a $20M+ Hybrid Life book of business across all segments (2+ lives).
- Serve as a liaison between internal teams and external partners to drive partner engagement, strategic execution, and service delivery.
- Streamline sales operations: prepare sales materials, manage partner communications, and maintain key data and reporting tools.
- Sales and Partner Support: coordinate finalist meetings, partner check-ins, planning calls; draft pre- and post-sales correspondence; promote new features and product enhancements.
- Operational and Meeting Coordination: manage meeting scheduling, agendas, follow-up items; organize partner documentation; support enrollment and re-enrollment logistics.
- Data, Reporting, and Stewardship Support: maintain dashboards and tracking sheets, collect/format/validate data for stewardship materials, monitor key metrics and share findings.
- Cross-functional Collaboration: work with marketing, underwriting, operations, and product to coordinate deliverables and resolve partner issues.
- Process Improvement and Project Support: participate in initiatives to enhance processes, maintain templates and SOPs, and assist with product development and rollouts.
Requirements
- Ability to work remotely (requirement)
- Prior experience in a sales support/coordination role (requirement)
- Prior experience in the insurance industry, on the carrier side (requirement)
- Associate’s degree in marketing, communications, or a related field, or equivalent combination of education and experience
- Minimum 2 years of experience in insurance, employee benefits, financial services, or a sales support/customer service capacity
- Experience working with voluntary benefits, life insurance products, or broker/partner relationships
- Life and Health insurance licensing preferred
- Strong organization, professionalism, and adaptability in a fast-paced, evolving environment
- Key behaviors: Adaptability; Customer Focus
