Business and Presentation Coordinator

Job Title: Business and Presentation Coordinator Position OverviewHFCB, a rapidly-growing employee benefits firm needs help keeping pace with rising national demand for our unique enrollment and administrative services. Our tight-knit team is seeking a new colleague who fully understands the importance of creating polished PowerPoint presentations and marketing flyers and the experience to track and coordinate our growing sales pipeline. Use your tech savvy design, organizational and critical thinking skills as our team continues to help employees protect their income using executive and supplemental disability insurance. As a Business and Presentation Coordinator, you will work in partnership with senior partners across several core functions: sales, client communication, marketing design, and information technology.Key ResponsibilitiesCollaborate with a team of insurance brokers as we provide top-notch disability income insurance enrollment and ongoing services to our strategic partners, our corporate clients, and their employeesTrack new sales leads and pipeline opportunities to keep our sales process flowing smoothlyCoordinate with our consulting partners and strategic relationships to create project plan efficiencySchedule follow-ups on prospective cases and manage deadlines to optimize our sales opportunitiesAssist with Request for Proposal preparation as we gather and present the best offers for our corporate clientsFormat, design, and edit client presentations and reports to maintain brand consistency with our strategic partnersResearch, format, design, and edit enrollment materials (i.e., brochures, personalized options pages, presentations) to match each client’s brandingMonitor, maintain, and document key HFCB processes and checklists to ensure we remain compliant with data security requirementsMerge, print, assemble, and mail enrollment kits to communicate income protection options to eligible employeesHelp support internal IT tasks such as reminders to perform software updates and investigating vulnerability scan findingsWhat We’re Looking For:College degree preferred with 2+ years of relevant experienceTechnically savvy, proficient with a wide range of digital technology (e.g., PowerPoint, Excel, Word, Publisher, InDesign)ProfessionalismCuriosity and ability to learn new skills and technologiesTroubleshooting skillsPositive, cheerful approach to workWillingness to help other team membersMust-haves:Attention to detailOutstanding communication skillsExceptional organizational abilitiesAbility to thrive in a small team environmentOnly candidates who meet the above requirements should apply.Compensation & BenefitsWe offer a competitive compensation package designed to support your growth, well-being while promoting work-life balance:Salary: $55,000 – $70,000 based on experience and qualificationsBonus Eligible: Annual performance-based bonus at the end of the calendar yearHealthcare Stipend: While this position does not include health insurance benefits, we add a stipend to your salary to offset the cost of individual health insurance.Retirement Plan: Simple IRA plan with employer matchFlexible PTOLife InsuranceShort Term Disability InsuranceLong Term Disability InsuranceWork Location: In-office (Ballantyne) for the first 6–12 months, with flexibility to move to a hybrid schedule thereafterTechnology: Company-provided laptop plus necessary software and toolsProfessional Growth: Opportunity to grow into other roles (e.g., account manager) within our firmSalary/Compensation: $55,000 - $70,000 per yearrecblid yvwytx893emk9fkocp89ir1ue306bmPDN-9f821426-f05c-48a0-8a35-44e5d4f790f0

Created: 2025-07-29