Reporting to the Sales Administration Manager, this position will provide advanced professional input that supports the North American Sales team. Responsibilities: - Provides analytical and administrative support to Sales representative in preparing and submission of new sale quotes;
- Interact with underwriting on such matters as package quotations, and regular group benefit quotations;
- Assists in the creation and development of sales proposals and client specific sales presentation materials;
- Coordinate implementation process with matrix partners (internals / external) to improve client net promoter score;
- Responsible to coordinate with Sales representative on prospect/broker inquiries, problem solving, and ensuring client intent is captured;
- Preparing and sending application and supporting documents to clients;
- Coordinating with operational departments on new business installations;
- Maintain CRM system, salesforce.com, for new business and growth on existing business;
- Preparing standard and customized reporting using salesforce.com;
- Provides ad hoc analyses and operational tasks to understand data: utilizing enterprise tools, best practices and quality standards related to sales;
- Liasons with other teams to gain information, problem solve and execute various tasks;
- Participates in project work for market as directed by Sales Administration Manager.
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| Skills: | Qualifications: Sales support experience in healthcare with Salesforce experience would be the preferred experience. - Strong organization skills with the ability to work independently and work on numerous projects at one time;
- Ability to consistently meet tight deadlines and work under pressure while anticipating the needs of Sales;
- Minimum of two years experience in an administrative support role, preferably supporting Sales teams;
- Understanding of group insurance business strongly desired;
- Self-directed with a high level of personal accountability and responsibility;
- Strong analytical and research skills with a high attention to detail;
- Excellent time management skills and enjoy working in a fast-paced environment;
- Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Internet Explorer is required;
- Knowledge of databases (salesforce.com) is strongly preferred;
- Strong communication skills (written & oral), in addition to, excellent typing skills and proofreading skills.
Non-Negotiable Skills: - Multi-tasker
- Organized
- Attention to Detail
- Ability to Prioritize
- Communicates REALLY WELL
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