Sales Administrator

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