Reporting to the Sales Administration Manager, this position will provide advanced professional input that supports the North American Sales team.
Responsibilities:
Provides analytical and administrative support to Sales representative in preparing and submission of new sale quotes;
Interact with underwriting on such matters as package quotations, and regular group benefit quotations;
Assists in the creation and development of sales proposals and client specific sales presentation materials;
Coordinate implementation process with matrix partners (internals / external) to improve client net promoter score;
Responsible to coordinate with Sales representative on prospect/broker inquiries, problem solving, and ensuring client intent is captured;
Preparing and sending application and supporting documents to clients;
Coordinating with operational departments on new business installations;
Maintain CRM system, salesforce.com, for new business and growth on existing business;
Preparing standard and customized reporting using salesforce.com;
Provides ad hoc analyses and operational tasks to understand data: utilizing enterprise tools, best practices and quality standards related to sales;
Liasons with other teams to gain information, problem solve and execute various tasks;
Participates in project work for market as directed by Sales Administration Manager.
Skills:
Qualifications:
Sales support experience in healthcare with Salesforce experience would be the preferred experience.
Strong organization skills with the ability to work independently and work on numerous projects at one time;
Ability to consistently meet tight deadlines and work under pressure while anticipating the needs of Sales;
Minimum of two years experience in an administrative support role, preferably supporting Sales teams;
Understanding of group insurance business strongly desired;
Self-directed with a high level of personal accountability and responsibility;
Strong analytical and research skills with a high attention to detail;
Excellent time management skills and enjoy working in a fast-paced environment;
Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Internet Explorer is required;
Knowledge of databases (salesforce.com) is strongly preferred;
Strong communication skills (written & oral), in addition to, excellent typing skills and proofreading skills.
Non-Negotiable Skills:
Multi-tasker
Organized
Attention to Detail
Ability to Prioritize
Communicates REALLY WELL
EEO:
Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.