Business and Presentation Coordinator

Job Title: Business and Presentation Coordinator

Position Overview
HFCB, 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 Power Point 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 Responsibilities

• Collaborate 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 employees
• Track new sales leads and pipeline opportunities to keep our sales process flowing smoothly
• Coordinate with our consulting partners and strategic relationships to create project plan efficiency
• Schedule follow-ups on prospective cases and manage deadlines to optimize our sales opportunities
• Assist with Request for Proposal preparation as we gather and present the best offers for our corporate clients
• Format, design, and edit client presentations and reports to maintain brand consistency with our strategic partners
• Research, format, design, and edit enrollment materials (i.e., brochures, personalized options pages, presentations) to match each client’s branding
• Monitor, maintain, and document key HFCB processes and checklists to ensure we remain compliant with data security requirements
• Merge, print, assemble, and mail enrollment kits to communicate income protection options to eligible employees
• Help support internal IT tasks such as reminders to perform software updates and investigating vulnerability scan findings

What We’re Looking For:

• College degree preferred with 2+ years of relevant experience
• Technically savvy, proficient with a wide range of digital technology (e.g., Power Point, Excel, Word, Publisher, In Design)
• Professionalism
• Curiosity and ability to learn new skills and technologies
• Troubleshooting skills
• Positive, cheerful approach to work
• Willingness to help other team members

Must-haves:

• Attention to detail
• Outstanding communication skills
• Exceptional organizational abilities
• Ability to thrive in a small team environment

Only candidates who meet the above requirements should apply.

Compensation & Benefits
We 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 qualifications
• Bonus Eligible: Annual performance-based bonus at the end of the calendar year
• Healthcare 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 match
• Flexible PTO
• Life Insurance
• Short Term Disability Insurance
• Long Term Disability Insurance
• Work Location: In-office (Ballantyne) for the first 6–12 months, with flexibility to move to a hybrid schedule thereafter
• Technology: Company-provided laptop plus necessary software and tools
• Professional Growth: Opportunity to grow into other roles (e.g., account manager) within our firm

Salary/Compensation: $55,000 - $70,000 per year

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