Broker Sales Assistant

Essential Duties and Responsibilities

• Provide day-to-day administrative support to the broker sales team, including order scheduling, daily order delivery confirmation, email management, customer communications, and after-hours support.
• Discover and identify additional sales opportunities from incoming leads.
• Aid in the timely preparation, processing, and tracking of quotes, contracts, purchase orders, and delivery confirmations.
• Update CRM with account activity, pricing updates, and contract terms for existing accounts and new business.
• Support billing, invoicing, reconciliation efforts, purchase orders, etc.
• Facilitate new vendor set ups and prepare all documents associated with new business activity to include credit applications.
• Support storm work as requested.
• Maintain a positive working relationship with team members and management in a team environment.
• Support resolution of any customer issues/concerns in a Win/Win fashion.

Qualifications

• Must be friendly, clear speaking and able to work with patience and courtesy in customer relations.
• Must have computer efficiency including CRM, Microsoft Office, Excel, and QuickBooks.
• Ability to work independently without direct supervision.
• Must have strong communication abilities and be able to interface and work with supervisors, managers and all departments including sales, operations, logistics and accounting.
• Detail oriented and excellent organizational and multitasking skills.
• Must possess sense of urgency.
• Team-first mentality.
• Ability to thrive in a fast-paced environment.

Education

• High school diploma or equivalent (GED) required, additional education or training a plus.

Work Schedule/Benefits

• This position is on-site Monday through Friday, with some on-call responsibilities during nights and weekends.
• Moffitt Services offers competitive insurance rates through medical, dental, and vision plans; and a 401(k)-match program.

Equal Employment Opportunity Statement

Moffitt Services is an equal opportunity employer, and all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability, or any other status protected by the laws.