Job Description

*When you submit your resume, please make sure it is uploaded in English.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assist in driving new client growth and retaining existing customer relationships
• Monitor existing pipeline and work with Underwriting, Pricing, & Compliance to ensure prospects move through the sales process efficiently
• Assist with follow-ups, ensuring that all stakeholders involved in the sales process are aligned on next steps, deadlines, and expectations
• Assist in organizing and maintaining sales resources
• Maintain accurate records of sales activities, client interactions, and relevant documentation in CRM systems
• Prepare sales team for prospects and partner meetings
• Support sales team by tracking, submitting, and following up on prospect requests
• Provide assistance to sales team in gathering and confirming CRM data to ensure correct and up-to-date information for each prospect
• Provide sales team with training and updates on sales processes and CRM management to ensure consistency of procedures
• Manage sales tracking tools and update stakeholders accordingly
• Coordinates account processing for renewals and new accounts with Underwriter, Sales and Brokers
• Partner with Marketing to provide logistical support during sales events, conferences, and trade shows
• Suggest sales process improvements
• Other relevant duties as assigned within scope of the role

QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• High School Diploma or equivalent required
• Associates degree in Business Administration, Insurance, Sales, Marketing, or related field experience a plus
• 2 years of proven work experience as a Sales support specialist or Sales support associate required
• Hands on experience with ERP and CRM systems
• In-depth understanding of sales principles and customer service practices
• Strong time management skills and ability to prioritize tasks in a fast-paced environment
• Strong customer service orientation with the ability to resolve client issues quickly and efficiently.
• Detail-oriented and able to manage multiple priorities in a fast-paced, deadline-driven environment.
• Ability to work independently and as part of a team, demonstrating a high level of professionalism and adaptability.
• Excellent writing and verbal communication skills
• Proficiency with MS Office Suite, particularly MS Excel

Note:  This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s).  Duties described are not to be interpreted as being all-inclusive or specific to any individual team member.   

No Third Party Agencies or Submissions Will Be Accepted.   

Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP   

Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.