Sales Operations Administrator

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.

📋 Description

• Provide administrative and operational support to Sales Leadership, including managing complex calendars, scheduling meetings, and coordinating daily activities. • Coordinate internal meetings by preparing agendas, organizing logistics, tracking action items, and managing follow-up communications. • Monitor and manage shared mailboxes, ensuring timely responses and proper routing of communications. • Maintain and update sales-related distribution lists, contact databases, and organizational directories. • Process, track, and reconcile team expenses while maintaining accurate records and documentation. • Coordinate travel arrangements, meeting logistics, and event planning activities for sales leadership and team members. • Assist with the preparation and distribution of monthly, quarterly, and ad hoc sales reports, dashboards, and leadership updates. • Support the maintenance of accurate producer, leadership, and organizational contact lists. • Compile, organize, and distribute regional and enterprise sales metrics to support reporting and decision-making. • Assist with documenting, tracking, and coordinating key sales initiatives, programs, and projects. • Develop presentations, meeting materials, communications, and supporting documentation for sales meetings, trainings, and events. • Coordinate timelines, deliverables, and follow-up activities for cross-functional projects involving Sales, Marketing, Human Resources, IT, and other departments. • Assist with organizing regional meetings, leadership events, training sessions, webinars, and other sales-related programs. • Handle confidential information with professionalism while maintaining accuracy and discretion. • Identify opportunities to improve administrative processes, workflow efficiency, and operational effectiveness.

🎯 Requirements

• 5+ years of experience in sales operations, executive support, business operations, administrative coordination, or a related role. • Advanced proficiency in Microsoft Office Suite, particularly PowerPoint and Excel. • Strong organizational skills with exceptional attention to detail and accuracy. • Proven ability to manage multiple priorities, deadlines, and projects simultaneously in a fast-paced environment. • Excellent written and verbal communication skills with the ability to interact professionally across all levels of the organization. • Strong problem-solving skills and a proactive, solutions-oriented mindset. • Ability to handle sensitive and confidential information with discretion and professionalism. • Experience supporting sales teams, business leaders, or senior executives preferred. • Experience with Salesforce, ZoomInfo, LinkedIn Sales Navigator, or similar sales and CRM platforms preferred. • Project coordination, meeting planning, or event coordination experience preferred. • Insurance industry experience is a plus but not required. • Associates or Bachelors degree in Business Administration, Communications, Marketing, or a related field preferred.

🏖️ Benefits

• Medical, Dental, and Vision Benefits • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs • Company paid Short-Term Disability, Long-Term Disability and Group Term Life • Company paid Employee Assistance Program • Paid Parental Leave • Paid holidays • Personalized PTO • 401(k) with employer match