Company Overview: For more than 25 years, we’ve provided cost-effective employee benefits and HR services, transparent pricing, and personalized, quality service to every client. We go the extra mile to develop long-term relationships and build strong partnerships with each client we serve. We help our clients focus on running—and growing—their businesses. Bonded by shared goals, we’re a data-driven and results-focused company committed to solving any HR issue, big or small.Position Description: Provide direct administrative support for sales team.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:Strong computer knowledge: Excel, Word, PowerPoint, OutlookSales ForceDetail oriented and efficientStrong communication and customer service skillsAnalytical skillsAbility to multi-taskExceptional organizational skillsPowered by JazzHR