Sales Coordinator

The Sales Coordinator at Oxbridge Health plays a vital role in supporting the sales team by streamlining administrative functions, managing sales workflows, and ensuring high-quality execution throughout the RFP and proposal lifecycle. This individual will be instrumental in enabling sales reps to focus on selling while ensuring no detail falls through the cracks. This is also a growth-oriented position with opportunities to gain experience, sales strategy, and client engagement best practices.

Responsibilities

• RFP Support & Management
• • Coordinate RFP intake with Sales Rep and internal submission team. Scrub RFPs for completeness and follow up on missing data needs with reps, brokers, and GAs in an expedited manner.
  • Ensure all RFP information is current and correct in HubSpot.
  • Coordinate with Underwriting, Sales Ops, and Marketing to compile timely responses.
  • Organize and catalog all proposal templates and ensure branded consistency.
  • Provide feedback on how to make process more efficient.
    
    
• Proposal Development
• • Work with sales reps and leadership to turn carrier quotes and internal data into proposal-ready content addressing our prospects’ needs.
  • Assist in final formatting, printing, or digital distribution of proposals.
    
    
• Finalist Meeting Support
• • Help prepare sales reps for finalist meetings by compiling background research, relationship connections (LinkedIn), market insights, and audience-specific materials.
  • Coordinate internal partners needed for finalist meeting and schedule run-throughs when applicable.
  • Track post-finalist follow-up actions and timelines.

• Project & Process Improvement
• • Proactively suggest and implement process improvements for sales workflows, HubSpot, RFP response time, and proposal quality.
  • Attend CREW meetings to capture opportunities.
  • Attend selected lunch and learn to capture opportunities.
  • Support sales training and onboarding documentation.
  • Assist with internal reporting and dashboards as needed.

Qualifications

• 2+ years of experience in sales support, client services, or insurance-related roles (healthcare or benefits a plus)
• Familiarity with CRM tools like HubSpot, Salesforce, etc.
• Highly organized with strong time management and follow-up skills
• Excellent verbal and written communication skills
• Proficiency with PowerPoint, Excel, and Word
• Comfort with fast-paced, evolving sales environment.
• Bonus: Experience with self-insured underwriting processes or benefits proposal creation