Sales Project Manager

About the Role

We are seeking a Sales Project Manager to perform specialized administrative duties requiring a high degree of accuracy, confidentiality, discretion, and independent judgement. In collaboration with the Director, Sales Development, this role is responsible for successfully managing administrative activities within the sales team.

Responsibilities

• Act as ambassador of Relation culture to clients, teams, and visitors.
• Mentor and manage administrative support team members.
• Schedule and confirm appointments, manage calendars, and monitor emails for action items; compose and prepare email responses as appropriate for designated producers.
• Format and prepare information on prospective new business and other incoming correspondence for review.
• Field calls and serve as front-line liaison to assigned accounts.
• Keep the Director apprised of internal and external matters related to production teams.
• Prepare and distribute meeting materials, including invitations and agendas, and direct all inquiries; serve as the main point of contact regarding meeting arrangements.
• Take minutes of meetings and prepare action item lists.
• Balance conflicting priorities to manage workflow, ensure completion of essential projects, and meet critical deadlines.
• Support Relation client teams in peer-reviewing and assembling client presentations.
• Attend Relation team meetings to take notes and document meetings as needed.
• Provide backup support to client support teams and agency management systems as needed.
• Perform administrative duties (filing, photocopying, and faxing) in an efficient and timely manner.
• Develop presentations by designing format, collecting information, and compiling data; request materials from other individuals and ensure consistency in format.
• Review for errors and edit as necessary.
• Travel to clients to ensure account retention, maintenance, and compliance as needed.
• Support Director initiatives for producer support.
• Perform other projects, duties, and tasks as assigned.

Requirements

• College degree or equivalent work experience.
• 10 years in an administrative role with at least 5 years supporting Executive Management.
• P&C or Life license preferred.
• Excellent verbal and written communication skills.
• High level of interpersonal skills to handle sensitive and confidential situations.
• Advanced user in Microsoft Office Suite with advanced PowerPoint skills.
• Consistent attention to detail in composing, typing, and proofing materials, establishing priorities, and meeting deadlines.
• Ability to interact with all levels of management, maintaining a high level of tact and professionalism.
• Ability to work independently without daily supervision as well as effectively in a team environment.
• Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
• Self-managed and responsible for project and time management.
• Customer-focused, high integrity, and excellent work ethic.
• Willingness to adhere to all principles of confidentiality.

Benefits

• Competitive pay.
• Robust benefit program including family health and wellness programs, 401K, employee assistance programs.
• Paid time off and paid holidays.
• Career advancement and development opportunities.

Pay

A reasonable estimate of the current range is $73,000.00 - $126,000.00. This range takes into account factors such as skill sets, experience, training, licensure, certifications, and other business and organizational needs. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, where an award, if any, depends on various factors, including individual and organizational performance.