Sales Assistant

6 hours ago

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Logo of Trucordia

Trucordia

Insurance • Finance • B2B

Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.

1001 - 5000 employees

Founded 1987

💸 Finance

🤝 B2B

📋 Description

• Manage Producer calendars for calls, in-person appointments, association meetings, industry events, carrier meetings, etc. • Oversee Salesforce management by entering new leads, appropriately notating activities, etc. • Communicate with clients/prospects for scheduling, follow-up and information/data gathering. • Build call lists based on Salesforce data. • Manage and execute email and social media campaigns. • Aid Producers with any activity that supports Production efforts.

🎯 Requirements

• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study. • Proficiency with professional programs such as Microsoft Suite and Salesforce. • Demonstrated skills in analytics and internal/external communication.

🏖️ Benefits

• Medical, Dental, Vision • Life and AD&D insurance • FSA / HSA • Commuter & Child Care FSA • Cancer Support Benefits • Pet Insurance • Accident & Critical Illness • Hospital Indemnity • Employee Assistance Program (EAP) • 11 Paid Holidays • Flexible PTO • 401K

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