Account Specialist

Position Title: Account Specialist FLSA Status: Non-Exempt Reports to: Account Specialist Manager Position Overview The Account Specialist processes client information, creates proposal documents and performs a range of sales support and office management duties for a regional office while supporting business development activities. Duties and Responsibilities Performs workflow of all sales support activities, research of client property facts in support of client needs assessment, preparation of proposal, time estimation on the contract, and other statistics in support of the sales team Initiates and tracks the processing of requests for proposals to completion Set up and maintain client information in CRM technology Interact with the client to obtain information required to prepare a proposal Manage the proposal delivery process to clients Triage client requests or complaints Coordinate tradeshow, meetings, and industry events (registration, attendance, supplies, post-event follow up) in support of business development activities Partner with internal customers to manage client relationships Communicate effectively with all contacts regarding proposals and studies Answer phones and other office management duties Requirements Qualifications High school diploma or higher 1-2 years customer service experience in a professional environment PC Proficiency, particularly in Microsoft Office and Google Suite preferred Experience in B2B sales environment or in business development role a plus Exceptional accuracy in written and oral communication Experience using a CRM highly preferred; experience using Microsoft Dynamics a plus Working Conditions Standard office environment with frequent computer use. Occasional necessity to lift and carry packages weighing up to 30 pounds. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Employment Opportunity/M/F/disability/protected veteran status #J-18808-Ljbffr Reserve-Advisors,-LLC