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Unison Risk Advisors · 3 months ago

Administrative Sales Assistant - ezICHRA

Richfield, Ohio, United States

Full-time

Onsite

New Grad, Entry Level

Unison Risk Advisors is seeking a highly organized and proactive Administrative Sales Assistant to join their dynamic ezICHRA Sales Team. This role involves providing crucial administrative support to streamline processes, manage customer communications, and ensure the efficient operation of the sales department.

Financial ServicesInsuranceProperty Insurance

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 skillsSales processes knowledgeData analysis familiarityAttention to detail