Business Development – Marketing Associate

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Raphael & Associates

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1978

🏢 Enterprise

📋 Compliance

Insurance • Enterprise • Compliance

Raphael & Associates is a Third Party Administrator and Independent Claims Adjusting company internationally recognized for its exceptional service and unsurpassed reputation in nationwide claims handling. With a strong focus on property and casualty claims, the company provides comprehensive claims management, field adjusting, and loss control services tailored to meet the needs of various clients, including self-insured and public entities. Through strategic partnerships and regional offices across the country, Raphael & Associates is dedicated to maintaining high standards of service and leveraging technology to improve the claims process.

📋 Description

• Provide administrative support to the Business Development team • Assist with scheduling client meetings, presentations, conference calls, and industry events • Prepare proposals, presentations, reports, and client-facing materials • Track business development activities, opportunities, and follow-up items • Support RFP/RFI responses and proposal coordination efforts • Maintain organized records of prospects, contracts, and client communications • Maintain and update Salesforce CRM records, contacts, opportunities, and pipeline activity • Generate reports and dashboards for leadership and sales tracking • Ensure data accuracy and consistency across CRM systems • Assist with lead tracking, campaign management, and client outreach initiatives • Support CRM process improvements and user adoption efforts • Serve as a professional point of contact for clients and prospects • Support onboarding and ongoing communication with clients • Assist with client reporting requests and follow-up communications • Coordinate internal resources to ensure timely responses to client needs • Help maintain strong client relationships through proactive support and communication • Assist with marketing campaigns, email communications, and social media coordination • Support development of marketing collateral, newsletters, and promotional materials • Coordinate conference registrations, sponsorships, and event logistics • Maintain marketing content libraries and branded materials • Help monitor marketing performance metrics and campaign effectiveness

🎯 Requirements

• Bachelor’s degree or equivalent professional experience in Business, Marketing, Communications, or related field • Experience in insurance claims environment, TPA or professional services industries • 1–3 years of administrative, marketing, sales support, or client service experience • Experience using Salesforce or similar CRM platforms • Strong organizational and multitasking abilities • Excellent written and verbal communication skills • Proficiency in Microsoft Office Suite, especially Excel and PowerPoint • Knowledge of marketing platforms such as Mailchimp, Canva, or LinkedIn campaigns

🏖️ Benefits

• Excellent Salary • Multiple Bonus Opportunities • Medical Benefits including Dental, Vision and Life • Paid Holidays/Vacation • 401(k) Plan • Flex-Time • Educational Assistance Program