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Peo Account Consultant

3 months ago

Berkeley Heights, New Jersey, United States Savoy Associates Full time
Are you a dependable and ambitious individual who takes pride in their work? If you're looking for the opportunity to work for a dynamic company, we want to speak with you

Responsibilities

  • Coordinate incoming RFP opportunities and send to PEO partners to market.
  • Ensure RFP submissions from brokers are complete and make outreach calls to brokers to obtain missing data.
  • Track and follow up on all active proposals with Sales Teams, PEO partners, Broker partners and clients or prospects when necessary.
  • File all RFP opportunities and input onto internal tracking log, Smartsheet.
  • Organize carrier marketing results by preparing a presentationready sidebyside comparison for final review while meeting strict deadlines for spreadsheeting requests.
  • Assist marketing team with Savoy sponsored PEOfocused seminars, panel discussions, webinars,
  • Provide consistent communication between PEO partner and broker to reach the end goal of receiving a timely approval.
  • Maintain an updated overview of the capabilities of each of Savoy's PEO partners.
  • Other assignments or responsibilities as may be necessary

Qualifications

  • 12 years of experience working within the PEO market
  • Excellent people interaction and communication skills, positive attitude a must
  • Excellent problemsolving ability, detailoriented, excellent organizational skills with the ability to reprioritize duties, and work effectively in a fastpaced matrix environment.
  • Strong computer skills to include MS Office: Excel, Word and Power Point

We Offer

  • Flexible working arrangements
  • Medical, dental, & vision coverage
  • Insurance coverage for the unexpected
  • 401(k) plan w/ match
  • Paid time off
  • Company culture/ wellness events

About Savoy
Savoy is a strategic partner specializing in consulting services.

With more than 35 years' experience, Savoy is a proudly independent boutique agency that provides a full suite of health and specialty benefits, individual health and life insurance, Medicare, a multichannel Contact Center, compliance and human resources services, technology, research, education, marketing and other innovative solutions through its offices in Florida, New York, New Jersey, Pennsylvania and Delaware.