Sales Operation Coordinator

Company Details

Berkley Accident and Health is a risk management company that designs innovative solutions to address the unique challenges of each client. With an entrepreneurial culture and a strong emphasis on analytics, we help employers manage risk more effectively. We offer a broad range of products, including employer stop loss, benefit captives, provider stop loss, HMO reinsurance, and specialty accident. Our nimble approach to risk—quickly understanding, thinking through, and devising plans—along with the strong backing of a Fortune 500 company, is key to our success.

Our parent company, W. R. Berkley Corporation
, is one of the largest and best-managed property/casualty insurers in the United States.

This role will be based in our Marlborough, MA office. We offer a hybrid work schedule with 4 days in the office and 1 day remote when appropriate.

The company is an equal opportunity employer.

The Sales Operations Coordinator will develop and manage various support and report functions for the sales organization, provide project management leadership on priority business development initiatives, and work closely with sales leadership to implement tools and strategies that drive sales efficiency, production, and consistency across captive and stop loss sales teams. The role will support analytics and reporting needs of the sales team to track results, measure key metrics, and uncover improvement opportunities.

Reporting to the AVP of Producer Relations, the Coordinator will help provide greater value to broker/agency relationships and enhance our business development efforts.

• Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent
• Internal mobility opportunities
• Visibility to senior leaders and partnership with cross‑functional teams
• Opportunity to impact change
• Benefits – competitive compensation, paid time off, comprehensive wellness benefits and programs, employer‑funded health savings account, profit sharing, 401(k), paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education

• Liaise between compliance, sales and marketing for sales‑related projects and deployment/roll‑out of new marketing items
• Push out sales enablement tools and support teams in ensuring 100% utilization
• Project manage key sales initiatives including regional market analysis on competitors and health insurance trends
• Oversee, track, and report results and activities from multiple marketing campaigns by product and program
• Support various producer relations initiatives including broker bonus and compensation tracking and reporting
• Update all Sales KPIs, goal reports, and campaign results and statistics
• Analyze sales results, RFP activities, trends by rep, producer, regional, program, and product
• Administer , provide SME support, updates, tracking, training, etc.
• Administer Sales Navigator, provide SME support, updates, tracking
• Administer Benefit Flow, provide SME support, updates, tracking
• Provide general event and admin support as needed
• Build out and create repository for compliance‑approved sales training tools, resources, content, and opportunities

• College degree in Business or Communications
• 2–4 years’ experience in a business environment
• Experience in a sales environment preferred
• Understanding of business analytics concepts
• Proficiency in math required
• Proven Word, Excel, and PowerPoint skills
• Must be system savvy and willing to learn new technology
• Ability to multi‑task, shift between tasks quickly and adapt to changing priorities
• Strong interpersonal and communication skills
• Proactive, self‑motivated, able to work with limited oversight

• Base salary range: $50,000 – $60,000
• Health, dental, vision, life, disability, wellness, paid time off, 401(k) and profit‑sharing plans

Sponsorship not offered for this role.