🕒 May 29
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• Assist producers and sales leadership with administrative and operational tasks related to new prospects, renewals, quoting, carrier follow-up, and RFP processes. • Support approximately 8 salespeople across 5 sales teams. • Help follow up with carriers and keep pending items, requests, and backlog moving forward. • Prepare, organize, and update documents, spreadsheets, presentations, proposal materials, and internal sales support resources. • Help gather and structure information needed for prospect meetings, client reviews, quoting processes, and follow-up activities. • Support the team in keeping sales opportunities, tasks, documentation, and carrier communications organized. • Help reduce administrative burden for producers so they can focus more effectively on sales activity, client relationships, and business development. • Support evolving sales processes as SBS continues strengthening its internal workflows and producer support model. • Assist with the preparation of quoting and RFP-related materials using our client internal processes, systems, and AI-supported tools. • Support quoting workflows through tools such as Perfect Quote and other SBS-approved systems. • Input, organize, and review data needed for quoting, benchmarking, analytics, and proposal preparation.
• Bachelor’s degree or diploma in Business Administration, Marketing, Communications, Finance, Insurance, Healthcare Administration, Human Resources, or a related field preferred. • 3+ years of strong administrative, sales support, operations support, or related experience. • Excellent attention to detail and ability to manage multiple tasks accurately. • Comfort working with data, documents, spreadsheets, and technology platforms. • Strong written communication skills. • Ability to follow structured workflows and document processes. • High level of discretion and professionalism when handling confidential information. • Ability to work independently in a remote environment. • Strong organizational and time management skills. • Willingness to learn new tools, including AI-supported workflows and quoting/RFP systems. • Ability to work with evolving processes and adapt as systems, tools, and workflows are improved. • Reliable follow-through and the ability to keep tasks moving without heavy supervision. • Ability to work the preferred schedule of approximately 5:00 AM–2:00 PM Eastern Time.
• Competitive Salary • Performance raises • Remote work flexibility • Opportunity to work with a diverse, dynamic team • Career growth potential
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