Sales Assistant II

Role Overview

• Provides phone support
• Processes mail and maintains supplies
• Prepares and logs proposals
• Researches and resolves moderately complex claim and benefit issues
• Assembles and distributes open enrollment packets
• Gathers, inputs, and tracks sales data
• Generates sales reports

Requirements

• High school diploma or a GED equivalent
• Minimum of 3 years of related experience; or any combination of education and experience which would provide an equivalent background
• Strong administrative and organizational skills, with the ability to prioritize multiple tasks in a fast-paced sales environment
• Excellent verbal and written communication skills, including professional phone etiquette and internal/external correspondence
• High level of attention to detail when preparing proposals, logging activity, and maintaining documentation
• Proficiency in data entry, tracking, and reporting, with experience generating and interpreting sales reports
• Strong problem-solving skills and the ability to follow issues through to resolution
• Effective time management skills and the ability to meet deadlines with minimal supervision
• Proficiency with Microsoft Office tools (Excel, Word, Outlook) or similar business software
• Ability to work both independently and collaboratively with sales, claims, and operational teams

Benefits

• Comprehensive benefits package
• Incentive and recognition programs
• Equity stock purchase
• 401k contribution
• Paid holidays
• Paid Time Off
• Medical benefits
• Dental benefits
• Vision benefits
• Short and long term disability benefits