Sales Administrator

3 weeks ago

Sacramento, United States Benefit & Risk Management Services, Inc. Full time
Job DescriptionJob Description

SUMMARY: The Sales Administrator will provide support to the sales department and perform a broad range of administrative duties.

 

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

·         Learn the services and solutions provided by BRMS, carriers, vendors and partners.

·         Support the sales team in preparing correspondence and/or reports for the underwriting file, which may include:

o   Gathering and summarizing information from various sources

o   Analysis and summary of data

o   Creating spreadsheets, charts, and/or graphics

o   Entering, retrieving and/or manipulating data within software programs or databases

·         Complete and/or coordinate activities related to assigned projects; assist in establishing project timetables, action steps and status updates; follow-up, as appropriate, to ensure timely execution to meet established deadlines.

·         Organize meetings through online conference sites such as Zoom & Microsoft Teams

·         Accomplish department and organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

·         Attend online and in-person client/broker meetings, networking events, etc. as needed.

·         Support the sales team by providing clerical and organizational support. Assist in various tasks, such as maintaining databases, running reports, analyzing inbound requests, preparing presentation material, etc.

 

Sales/Quoting/Underwriting

·         Manage Sales Inbox

·         Support the Sales team as it relates to a prospect; from the time of inquiry to the implementation process

·         Assist the Sales Team with Request for Proposal (RFP) questionnaires on behalf of prospective clients

·         Build trust by disclosing accurate and relevant information through timely and concise communications.

·         Evaluate and respond to inbound sales inquiries, RFP responses and routine sales follow-up

·         Identify and request additional underwriting information needed to quote.

 

Contracts & Document Creation

·         Assist in the drafting of BRMS Service Agreements for prospective clients for review and approval by Sales Team

·         Assist in the creation of BRMS Business Associate Agreements (BAA) and Non-Disclosure Agreements (NDA) for prospective vendors, brokers & clients for review and approval by Sales Team

 

Sales Database / Data Entry

·         Maintain the sales database & pipeline updating and reporting using Salesforce

·         Add any and all appropriate contracts/documents to Salesforce

·         Assist in uploading client and broker contacts for marketing and lead generation purpose           

Company DescriptionEstablished in 1993, Benefit & Risk Management Services, Inc. (BRMS) is a leading benefit administrator and healthcare risk manager that delivers innovative technology and administration solutions to control rising healthcare costs.

One of the first to introduce employee benefit administration technology solutions, our services are powered by our exclusive Virtual Benefits Administration System (Vbas) a proprietary database and administration system that allows employers to save time and money by automating management of the benefit supply chain and empowering employees to self-service their benefitsCompany DescriptionEstablished in 1993, Benefit & Risk Management Services, Inc. (BRMS) is a leading benefit administrator and healthcare risk manager that delivers innovative technology and administration solutions to control rising healthcare costs.\r
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One of the first to introduce employee benefit administration technology solutions, our services are powered by our exclusive Virtual Benefits Administration System (Vbas) a proprietary database and administration system that allows employers to save time and money by automating management of the benefit supply chain and empowering employees to self-service their benefits

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