Apply on Employer Site

Oswald Companies · 5 months ago

Administrative Sales Assistant - ezICHRA

Richfield, OH

Full-time

Hybrid

New Grad, Entry Level

Oswald Companies is a 129-year-old independent, employee-owned company that focuses on transforming how organizations manage healthcare benefits. They are seeking a highly organized and proactive Administrative Sales Assistant to provide crucial administrative support to the sales and leadership team, helping to streamline processes and manage customer communications.

Financial ServicesInsurance

Responsibilities

Assist the sales and leadership team with administrative tasks, including managing schedules, coordinating meetings, invoicing, and preparing sales reports

Support the sales team in logging, preparing and sending ezICHRA Request for Analyses (RFAs), contracts, and other documents

Maintain and update the customer database, ensuring all contact information is accurate and up to date

Track RFAs from initiation to completion

Help prepare and manage sales presentations and promotional materials

Handle customer inquiries via phone and email, providing exceptional customer service

Assist in the preparation and coordination of sales meetings, events, and presentations

Monitor sales performance metrics and assist in tracking sales goals and targets

Assist with the management of the sales pipeline and ensure proper follow-up on leads and opportunities

Support the development and execution of marketing strategies to promote sales efforts

Manage office supplies, sales materials, and other resources needed by the sales team

Assist Service, Analyst, Marketing and Compliance teams during high-volume periods

Qualification

Microsoft Office SuiteCRM softwareLife & Health Insurance LicenseOrganizational skillsCommunication skillsProactive attitudeSales processes knowledgeAttention to detailTeamwork

Required

Proven experience as an administrative assistant, sales support, or similar role

Strong organizational skills with the ability to manage multiple tasks and priorities

Excellent communication and interpersonal skills

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software

Life & Health Insurance License (company paid if not already licensed)

Attention to detail and the ability to work independently and as part of a team

Positive attitude, proactive, and willing to learn in a fast-paced environment

Basic knowledge of sales processes, and terminology is a plus

High school diploma or equivalent required; an associate's degree or higher is a plus

Preferred

Familiarity with data analysis and reporting tools

Strong written and verbal communication skills

Benefits

Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.

Paid time off annually and a sabbatical at every 10-year service anniversary.

Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)

Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations.

Access to specialized leadership development programming designed to take your career to the next level.