Offer summary

Qualifications:

At least two years of administrative experience., Strong computer skills including Excel, Word, PowerPoint, Outlook., Experience with Salesforce; knowledge of PrismHR is a plus., Excellent organizational, communication, and customer service skills..

Key responsibilities:

Provide administrative support to Business Development Managers.

Maintain and update contact databases for Brokers and Prospects.

Prepare proposals, presentations, and quotes for meetings.

Manage schedules, monitor sales calls, and communicate with clients to foster relationships.

Job description

Position Description: Provide direct administrative support for the Business Development Managers in the sales department.

Roles and Responsibilities:

Key position responsible for administrative functions and support of sales department
Direct interaction with Brokers and Prospects during Sales Process
Maintain database for all Broker and Prospect contact information
Request and gather data to prepare Proposal for Prospects
Prepare Presentations, Proposals/Quotes prior to all meetings
Direct liaison with Underwriters beginning with overseeing accurate form submissions through the decision process.
Manage appointment calendar and scheduling
Monitor Sales calls and handle questions directly addressed to Sales team
Communicate regularly with Brokers and Prospects to maintain a positive business relationship and high retention
Ensure standard business procedures are followed for business development
Responsible for identifying areas of improvement and making actionable recommendations to increase operational efficiency.
General Filing, correspondence, and maintenance
Special reporting and other projects, as assigned

Qualifications: At least two years of administrative experience. Knowledge of a PEO a plus.
Knowledge of benefits a plus.

Skills and Personal Qualifications: