Sales Support Coordinator

Not just a job, but a career

Looking to become part of something bigger than just insurance? Do you really want to make a difference in people's lives? Our company is not just an insurance agency - we're a team of dedicated professionals committed to helping employers thrive. Our Sales Support Coordinator will play a critical role in driving our agency’s growth by helping to bring our best-in-class employee benefit solutions to credit unions, their employees, and their business clients.

Make a Difference

Are you a motivated, results-driven individual who thrives on building relationships and helping people succeed? InterLutions is looking for a driven sales support professional with employee benefits experience to expand our innovative “I-Care” solutions to credit unions across the country.

We employ strategic and dynamic leaders with entrepreneurial mindsets. Our Sales Support Coordinator will work closely with clients to assess their needs and tailor our competitive health plans to meet their goals. Key responsibilities include:

Sales management support

• Schedule introductory calls with our solutions team with qualified credit union prospects
• Manage meeting logistics, attendees, pre-call context, and post-meeting follow-up
• Own day-to-day CRM pipeline hygiene, track outreach activity and outcomes, and coordinate internal handoffs between solutions and service teams

Renewal and retention support 

• Assist with annual renewal workflows: gathering census/renewal inputs, organizing carrier information, and coordinating internal timelines
• Support client communications during renewal cycles 
• Document renewal decisions and next steps in a CRM pipeline to ensure continuity and accountability

Client services team support

• Partner with the client services team to support ongoing client needs, including benefit administration coordination, cross-selling opportunities, and client service follow-up
• Assist with client-facing documentation and organization

Reporting, process improvement & collaboration

• Produce weekly reporting CRM dashboards to support team prioritization
• Discover and remove potential bottlenecks and recommend improvements to outreach sequences, handoffs, and renewal checklists
• Collaborate with leadership on campaign execution

Qualifications

• 3-5 years of sales and support experience in the employee benefits industry
• Experience with group health insurance and ancillary plan quoting 
• Comfortable with Microsoft, Adobe, and Benefit Administration technology
• Ability to prioritize multiple deadlines (especially during renewal season) 
• Comfortable using CRM pipeline tools and maintaining clean data 
• Strong interpersonal and communication skills – you're a natural at building rapport
• Sales and service-driven mindset with a passion for helping clients make informed decisions 
• Ability to thrive in a fun, fast-paced environment and adapt to changing markets

Additional Responsibilities

• Familiarity with credit union philosophy, laws, compliance, and regulatory requirements related to matters of state and federally chartered credit unions
• Familiarity with Corporate Central’s Bylaws, policies, and operational procedures
• Familiarity with and compliance with the National Credit Union Administration (NCUA), Federal Financial Institutions Examination Council (FFIEC), Gramm-Leach-Bliley Act (GLBA), Bank Secrecy Act (BSA), Anti-Money Laundering (AML), USA PATRIOT Act, Office of Foreign Asset Control (OFAC), and all other relevant regulatory requirements
• Familiarity with information security best practices and data protection responsibilities, and compliance with all cyber security requirements of Corporate Central

Benefits

• Pension (fully funded by Corporate Central)
• 401(k)
• Health, Dental, Vision
• Group Life and Long Term Disability
• Paid Time Off
• Sabbatical Program
• Tuition Reimbursement
• Remote work opportunities
• Competitive salary
• And much more!

Why Corporate Central Credit Union?

Corporate Central was recently recognized with a "Great Place to Work" certification. We cultivate a culture of respect, ethics, teamwork, and innovation. We serve as a trusted partner and advisor to credit unions and provide this value with the same high-level of trust and appreciation we offer our employees.

We offer competitive compensation and more importantly, a culture that empowers you to balance the contributions you make to your profession, your family and friends, and your community. We offer flexible work arrangements so you can enjoy a healthy work-life balance.

At Corporate Central you are part of a larger movement centered on "People Helping People"!