Sales Administrator

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
• Identify areas of improvement and make 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, Outlook
• Detail oriented and efficient
• Strong communication and customer service skills
• Analytical skills
• Ability to multi-task
• Exceptional organizational skills

Pay

Salary range up to $55-$60,000 based on experience

Schedule

The role is hybrid, 3 days in the office.