Sales Coordinator

Location: Northbrook, IL (3 days a week onsite, Hybrid)

Employment Type: Full-Time

FLSA Status: Non-Exempt

Position Overview The Sales Coordinator is the operational backbone of Amplify HR Management's sales organization. This role ensures the sales team can focus on revenue-generating activity by owning the day-to-day administrative, quoting, and vendor communication functions that keep the pipeline moving. The Sales Coordinator serves as the central point of coordination between sales representatives, carriers, brokers, and internal teams, delivering accurate quotes, timely benefit comparisons, clean documentation, and a well-maintained CRM.

Core Responsibilities Sales Quoting & Benefits Comparisons Run quotes through quoting software on behalf of the sales team, delivering accurate and timely output for prospect and client conversations

Generate benefit plan comparisons and create client-ready analysis documents

Maintain pricing templates and ensure competitive positioning across proposal materials

Research and obtain quotes from alternative carriers, including ICHRA options

Prepare comparison analyses to support clients exploring non-traditional benefit structures

Serve as primary liaison with carriers and vendors for all day-to-day correspondence

Review documents, obtain quotes, and manage ongoing vendor relationships

Prepare and submit workers' compensation applications and gather required documentation

Track submission status and follow up on pending quotes and carrier responses

Maintain Salesforce data integrity, including opportunity stage updates and pipeline accuracy

Generate reports and dashboards to support forecasting and performance reviews

Handle general administrative support including scheduling, presentations, and internal coordination

Prepare agendas, compile performance metrics, and document action items for sales team meetings

Coordinate sales team recognition programs, track achievements, and administer incentive programs

Document & Contract Management Assist in document collection from prospects and clients, maintaining organized and up-to-date filing

Maintain sales folders by downloading quotes, proposals, and carrier correspondence and keeping all files current and properly organized

Draft and prepare contracts and agreements; coordinate the signature process

Ensure accuracy of terms and conditions and compliance requirements are met

Manage PEO Spectrum quotes and submissions as a dedicated liaison to the PEO Spectrum team

Maintain and coordinate the proposal calendar and ensure timely delivery of PEO proposals

Provide bandwidth support that enables sales leadership to focus on team development and growth

Census Conversions & Data Processing Convert and normalize broker census data using AI-assisted workflows and internal tools

Ensure data accuracy and consistent formatting for use in quoting and comparison workflows

Maintain and improve census processing procedures in coordination with sales leadership

Special Projects Take on special projects as needed and as assigned by sales leadership

Qualifications Required 2+ years of experience in sales support, benefits administration, or insurance coordination

Proficiency in CRM platforms, particularly Salesforce

Strong command of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Excellent written and verbal communication skills

High attention to detail and the ability to manage multiple priorities in a fast-paced environment

Ability to build and maintain professional relationships with carriers, vendors, and clients

Preferred Experience with Perfect Quote or comparable benefits quoting software

Familiarity with PEO operations, co-employment structures, or group health insurance

Exposure to workers' compensation submissions and carrier correspondence

Experience with AI productivity tools and comfort in adopting new technology

Knowledge of ICHRA, HRA, and ACA compliance concepts

Core Competencies Carrier & Vendor Relations

Attention to Detail

Technology Adaptability

Work Environment & Physical Requirements This position operates primarily in a hybrid environment with three days in our Northbrook office (M/T/Th). The role requires prolonged periods of computer use and the ability to communicate clearly by phone and video conference. Occasional travel to carrier or client meetings may be required.

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