Peo Account Consultant

1 month ago


Berkeley Heights, 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 presentation-ready side-by-side comparison for final review while meeting strict deadlines for spreadsheeting requests.
- Assist marketing team with Savoy sponsored PEO-focused 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**
- 1-2 years of experience working within the PEO market
- Excellent people interaction and communication skills, positive attitude a must
- Excellent problem-solving ability, detail-oriented, excellent organizational skills with the ability to re-prioritize duties, and work effectively in a fast-paced 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.



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