What are the responsibilities and job description for the Sales Administrative Assistant position at AssuredPartners?
The Sales Administrative Assistant is responsible for supporting a select group of sales executives and leaders within an agency or region. This role requires a detail-oriented, well-organized individual with strong communication skills. This is an administrative position that supports our consultative, risk management approach to employee benefits, working alongside sales executives, account management, compliance, carriers, and third-party administrators to gather data and manage prospective clients through the sales and account management process. Responsible for acting as an advocate on behalf of the sales executive to ensure a superior experience. Works with the agency president, sales team leader, director of account management, and senior sales executives as needed with tasks and projects.
The Ideal Candidate
Highly organized and often described as “meticulous” about details.
Proficient with technology, leveraging tech systems and processes to enhance efficiency at work.
A proactive go-getter, taking initiative and highly motivated to succeed.
Recognizes the importance of both quality and quantity and excels at maintaining both in their duties.
Confident in your interpersonal skills and upholds high ethical standards.
Capable of “reading the room” and demonstrating a high level of business acumen.
What You'll Do :
Assist the Sales Team Leader, Agency President, Director of Account Management, and assigned Senior Sales Consultants with tasks and projects.
Provides support to the Account Management Team when needed.
Coordinate multiple projects, ensuring timely and accurate client deliverables with effective problem solving and resolution skills.
Plan and prepare for office events, meetings, and promotional activities, including printing / binding meeting notes and planning.
Review and update office procedures to improve efficiency and reduce cost.
Assist consultants with projects, presentations, and deliverables as needed.
Schedule and manage appointments, follow-up meetings, and travel plans for select sales executives and prospective clients.
Communicate with brokers as needed to place business.
Assist in Intro, Discovery and Blueprint meetings as required.
Represent AP positively and professionally at trade shows, conferences, and other events.
Maintain RFP database responses and track lead activity for prospects.
Document all interactions with clients and prospects in our management system for record keeping.
Support Sales Executives in research and other lead-generating activities.
Utilize AP University Training and other growth and development opportunities.
Attend AP scheduled meetings.
Assist with other projects and tasks as required.
What You'll Need :
Tech savvy : proficient in navigating multiple systems, including the Microsoft Office Suite (notably Excel and PowerPoint).
Excellent written and verbal communication skills.
Diligent with a keen attention to detail.
Capable of frequently lifting and / or moving up to 10 pounds, and occasionally up to 45 pounds.
What's In It For You?
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people :
Competitive base salary ($45,000 - $55,000)
Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
Company match 401(k) plan – 50% up to 6%!
Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
Opportunity to prioritize your mental health with 24 / 7 access to licensed therapists
Pet benefits & discounts
Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
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