Cabot Risk Strategies, LLC ยท 1 month ago
Sales Coordinator/Administrative Assistant
Woburn, WOBURN, MA, US
Full-time
Onsite
Mid Level
$65K/yr - $85K/yr
3+ years expCabot Risk Strategies, LLC is a dynamic insurance brokerage and consulting firm dedicated to delivering quality services to clients. The Sales Coordinator will support the sales team by managing marketing materials and coordinating administrative tasks essential for the sales process.
ConsultingEmployee BenefitsInsurance
Responsibilities
Provide administrative support to Sales Team
Prepare weekly marketing packets
Marketing season: Create mail merges for two-year rate guarantee letters and renewal letters and maintain renewal letter lists as signed letters are returned
Maintain prospect marketing packets
Manage bid process and coordinate with sales executives and underwriting
Maintain bid proposal calendar
Prepare bid proposal packet for each bid
Maintain contact database/CRM
Manage and brand letterhead, PowerPoint, Word and Excel templates for sales team use
Assist with presentation creation for client and prospect meetings
Bind and copy presentations for meetings
Graphic Design - creation of graphics for company use including visual aids, infographics, promotional items, marketing materials, etc
Qualification
Required
Above average written and verbal communication skills with the ability to multi-task is essential
Strong administrative skills and attention to detail are a must
Must be able to produce high quality work under tight deadlines
Sound interpersonal skills are essential
Must be comfortable learning new computer skills and programs
Intermediate level or better in Microsoft Office (Word, PowerPoint, Excel)
Familiarity with Adobe Creative Cloud (Photoshop, Illustrator, Acrobat) or Canva
Preferred
Three+ years of administrative experience or equivalent preferred
Prior experience creating and proofing proposals, presentations, letters, etc
Experience in Graphic Design and Print Media is desirable
Company
Cabot Risk Strategies, LLC
Cabot Risk Strategies LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase