PEO Sales Coordinator

Arizona, USA * Idaho, USA * Montana, USA * Nevada, USA * New Mexico, USA * Oregon, USA * Utah, USA * Wyoming, USA Req #3952

Monday, July 21, 2025

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com. SUMMARY Responsible for providing essential administrative and operational support to the Sales teams. This role helps streamline the PEO sales process, supports accurate proposal delivery, and ensures timely communication between prospects, internal teams, and external partners.

ESSENTIAL DUTIES AND RESPONSIBILITIES Collects necessary data for underwriting, including census file, payroll information, and benefits details. Tracks deal progress, key deadlines, and document submissions. Assists in the preparation of client proposals, pricing summaries, RFP responses, and sales presentations. Manages sales team calendars, schedules prospect meetings, and coordinates internal calls. Openly communicates with Manager and team to keep them informed of work flow and/or obstacles to meeting deadlines. Coordinates internal team communications during the sales process, including benefits, HR, payroll, and implementation. Generates and distributes weekly pipeline, activity, and conversion reports. Assists with lead generation activities including outbound campaigns, events, and webinars. Point of contact for all internal questions on sales teams statistics and information. Supports handoff process between Sales and Implementation teams for a smooth client experience. Maintains and updates all CRM records in Salesforce.com or other sites as needed Coordinates approved special projects as needed. Performs other duties as assigned.

QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree or equivalent combination of education and experience Two (2) or more years experience in the insurance industry, including direct contact with carriers Two (2) or more years experience in a PEO, ASO, HRO, or HR tech environment Two (2) or more years understanding of group benefits, payroll systems, and HR compliance processes Two (2) or more years experience supporting a high volume sales team SKILLS Excellent verbal and written communication skills Excellent attention to detail Good customer service skills, including telephone and listening skills Good problem solving and time management skills Ability to work within a team and to foster teamwork Proficient in Microsoft Office Suite Familiarity with CRM systems (Salesforce preferred) #LI-REMOTE #LI-AQ1 We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. For immediate consideration for this position, please click on the "Apply Now" button. Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.

Other details Pay Type Salary

Apply Now Arizona, USA Idaho, USA Montana, USA Nevada, USA New Mexico, USA Oregon, USA Utah, USA Wyoming, USA

Share this job: