Sales Administrator

Position Description: Provide direct administrative support for the Business Development Managers in the sales department.

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

• Responsible for identifying areas of improvement and making 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

• Worked in Salesforce

• PrismHR platform a plus

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

The role is hybrid, 3 days in the office. 

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