Business Development & Marketing Associate

About Us

Raphael & Associates is a globally recognized third-party claims administrator and independent claims adjusting firm, known for delivering exceptional service. We understand the importance of staying agile in a dynamic market and pride ourselves on tailoring our solutions to meet the unique needs of each client.

The Opportunity

We are seeking a highly organized and detail-oriented Business Development & Marketing Associate to support our teams. This role focuses on administrative coordination, client support, Salesforce CRM management, marketing assistance, and business development operations.

Key Responsibilities

• Provide administrative support to the Business Development team
• Aid in scheduling client meetings, presentations, conference calls, and industry events
• Prepare proposals, presentations, reports, and client-facing materials
• Track business development activities, opportunities, and follow-up items
• Support RFP/RFI responses and proposal coordination efforts
• Maintain organized records of prospects, contracts, and client communications
• Generate reports and dashboards for leadership and sales tracking
• Ensure data accuracy and consistency across CRM systems
• Serve as a professional point of contact for clients and prospects
• Aid in client onboarding and ongoing communication
• Help maintain strong client relationships through proactive support and communication
• Assist with client reporting requests and follow-up communications
• Coordinate internal resources to ensure timely responses to client needs
• Assist with marketing campaigns, email communications, and social media coordination
• Support development of marketing collateral, newsletters, and promotional materials
• Care for conference registrations, sponsorships, and event logistics
• Maintain marketing content libraries and branded materials
• Monitor marketing performance metrics and campaign effectiveness

Qualifications

• Bachelor’s degree or equivalent professional experience in Business, Marketing, Communications, or related field
• Experience in insurance claims environment, TPA or professional services industries
• 1–3 years of administrative, marketing, sales support, or client service experience
• Experience using Salesforce or similar CRM platforms
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
• Knowledge of marketing platforms such as Mailchimp, Canva, or LinkedIn campaigns

Benefits And Perks

We are an organization that values and recognizes the contributions of our team members. We offer competitive compensation and benefits package commensurate with experience, including base salary, performance-based incentives, paid time off, comprehensive medical, dental, vision, and life insurance, as well as a 401(k) plan with company matching.

Equal Opportunity Employer

Raphael & Associates is an Equal Opportunity Employer. We are committed to building an equitable, collaborative and diverse workforce throughout our organization by providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other legally protected characteristic.