JOB SUMMARY: Responsible for providing a high level of administrative support for the VERIS Program. This requires regular contact with the broker partners, vendors, and prospects in addition to internal staff. The primary purpose of these interactions is to request sensitive information, clarify and/or inform, and build rapport. This position also provides additional support through cross-departmental projects. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Assists sales staff with the data collections and Salesforce entry process involved with new group submissions. This includes, but is not limited to:
2. Initiating contact with key individuals to gather necessary information/documentation and ensure that information is accurate, complete, and in the correct format prior to submission (e.g. census data, disclosure forms, benefit highlight sheets, etc.).
3. Entering group and broker information into Salesforce and updating as necessary.
4. Responding to inquiries, problems and concerns related to the general activities of sales division when necessary.
5. Monitoring documentation trail and ensuring deadlines are met.
6. Ensuring broker-partner’s adherence to the Brokerage and Administrative Services Agreement and escalating issues to the VP of VERIS Operations when appropriate.
7. Assists with VERIS implementation and renewal processes as needed.
8. Group file maintenance via Salesforce.
9. Promotes synergy with other departments in order to enhance the unique business model of VERIS and Benecon.
10. Assist Finance team with tax filings yearly. 
11. Provide support on cross-departmental special projects. 
12. Support in training existing team members and new hires/assisting Onboarding Manager in the creation of training materials and new processes.
13. Assisting in leading procedures across the company and maintaining accurate data in the CRM company-wide. 
14. Creating, maintaining and training other departments on company-wide standards.  
15. Assist in coordinating non-VERIS implementations and documentation with Senior Implementation Administrator.
16. Will handle assisted implementation meetings/calls on a smaller scale.

These duties and responsibilities are intended to describe the general nature and level of work involved for this job. This is not an exhaustive list of all duties or responsibilities.  

PHYSICAL REQUIREMENTS:

1. Must be able to sit or stand and type utilizing computer for up to 90% of the workday.
2. Must be able to bend, stoop, walk, stand, and carry items weighing up to 20 lbs.
3. Must be able to travel on occasion.

QUALIFICATIONS:

1. High school diploma or equivalent required.
2. A minimum of 3 years of related administrative/sales support experience, preferably in the employee benefits insurance industry, with basic competence in sales program administration and implementation required.

KNOWLEDGE, SKILLS, AND ABILITIES:

1. Applies principles of logic or critical thinking to resolve a wide array of problems.  
2. Requires the ability to quickly establish rapport and communicate with confidence, tact, and diplomacy.
3. Strong computer skills including Microsoft Office applications and Salesforce required.
4. Must have basic project management and multi-tasking skills.
5. Excellent data entry skills required.
6. Attention to detail required.