OVERVIEW: Provide sales and administrative support for the Vice President of Membership Development and the Account Executives (AEs) working as a team member with fellow support staff to complete various sales and marketing activities in a professional manner, in keeping with an A+ Superior organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

SALES SUPPORT

• Coordinate department calendar and provide advance notification to AE’s for all meetings, exhibits, and events. Make travel arrangements as necessary
• Update Salesforce daily, including activities pertaining to leads/applicants and Account Executives, event and webinar attendees
• Prepare and mail quotes, proposals, marketing assets and application packages for prospective members and groups
• Prepare group proposals/indications
• Qualify incoming digital leads and assign to account executives for follow up 
• Monitor Department email Inbox and voicemail. Forward to appropriate AE or the VP.
• Plan, schedule, and make all preparations for events and exhibits, making venue and meal reservations, and maintaining RSVP lists
• Promote events including formatting of pre and post-event communications, registration and landing pages.
• Prepare monthly book of business reports by finder
• Download monthly finder statements and upload to OnBase for payment by finance
• Assist Finder Liaison with affinity group program administration

VICE PRESIDENT / DEPARTMENTAL SUPPPORT

• Provide daily sales support to VP, Finder Liaison and Account Executives (AEs)
• Schedule and make all preparations for Membership Development Sales Meetings
• Prepare presentation and agenda materials 
• Track inventory monthly and reorder office supplies and promotional materials interdepartmentally 
• Perform other duties as assigned

EDUCATION and/or EXPERIENCE: 

• High School diploma or GED
• Related college coursework preferred
• 3 years sales support or customer service experience in the insurance industry or healthcare field

OTHER SKILLS and ABILITIES: 

• Excellent written communication skills, including vocabulary, spelling and grammar
• Excellent oral communication skills
• Excellent organizational skills
• Ability to handle multiple tasks simultaneously
• Computer literate, proficient in MS Word, MS Excel, MS PowerPoint, MS Outlook, MS Publisher; Adobe InDesign, Adobe Illustrator, Adobe Photoshop; and internet skills
• Ability to work both independently and as a team
• Ability to prioritize and multi-task with attention to detail

 
 Salary Range: $55,000 - $65,000 Annually (Depending on Experience)