Sales & Client Success Coordinator I

For over 30 years, HMA has been the premier third-party health plan administrator in the PNW. We relentlessly deliver on our promise to provide employers with customized health insurance plans, for their Staff, that offer high-quality healthcare, at a reasonable cost, with first-rate customer service support. In 2021 AND 2022, HMA was chosen as a Washington's Best Workplaces by our Staff and PSBJ™. Our vision, 'Proving What's Possible in Healthcare™,' and our values, People First!, Be Extraordinary, Work Courageously, Own It, and Win Together, shape our culture, influence our decisions, and drive our results.What we are looking for: We are looking to hire people that care deeply about others, thrive in evolving environments, gain satisfaction from being part of a team and helping others succeed, are motivated by tackling complex challenges, are courageous enough to share ideas, are action-oriented, are resilient, and are results-driven. What you can expect: You can expect an inclusive, flexible, and fun culture, comprehensive salary, benefits, and time off packages with plenty of personal development and growth opportunities. If you are looking for meaningful work, a clear purpose, high standards, work/life balance, and the ability to contribute to something important, find out more about us at: https://www.accesshma.com/How YOU will make a Difference: As a Sales Coordinator at HMA, you will play a key role in supporting the Sales Executives with Requests for Proposals (RFPs), prepping materials for finalist presentations, and assist with additional tasks as assigned.What YOU will do:

• Maintaining and updating client and broker information in applicable documents, templates, and systems including CRM MS Dynamics, SharePoint, and shared network drives.
• Assists with development and organization of finalist presentations and printing. Prepares marketing packets and materials for trade shows.
• Scheduling, client, broker and team meetings, conferences, and related travel. Ordering food and setting up rooms for meetings and events. Participating in and capturing meeting minutes as required.
• Tracking and ordering of swag inventory and preparing bags as giveaways to clients and brokers.
• Works with Sales Operations team to maintain and update templates, supporting renewals and implementations administrative functions.
• Assists the Sales and Client Success team with special projects.
• Administrative support: sponsorships and swag requests, expense reports, catering requests and meeting management.
• Completes other duties as assigned.

Knowledge, Experience, and Key Attributes needed for Success:

• 1-4 years customer service experience
• Successfully worked in cross-functional teams
• Results driven, detail oriented and highly organized
• Facilitation skills for internal meetings
• Excellent data entry and analytical skills
• Computer skills with knowledge of MS Office Suite products, SmartSheet, Salesforce, and Microsoft Dynamics etc.
• Expertise in building and maintaining business relationships
• Strong interpersonal and communication skills

How we Support your Work, Life, and Wellness Goals We offer a comprehensive total rewards package including: competitive pay; annual incentive; medical, dental, and vision insurance; 401K retirement plan with match; generous PTO and holidays; an onsite gym facility; a gym subsidy; Life, AD&D, Short-Term and Long-Term Disability Insurances; an Employee Assistance Plan; free parking and easy freeway access to I-405 and I-520; a well-stocked kitchen on-site with subsidized snacks and refreshments; year-round wellness activities; the ability to earn a $500 wellness incentive; monthly events; paid volunteer hours and more! HMA requires a background screen prior to employment. Protected Health Information (PHI) Access Healthcare Management Administrators (HMA) employees may encounter protected health information (PHI) in the regular course of their work. All PHI shall be used and disclosed on a need-to-know-basis and according to HMA's standard policies and procedures. HMA is an Equal Opportunity Employer