Position Description: Provide direct administrative support for the Business Development Managers in the sales department.

Roles and Responsibilities:

• Key position responsible for administrative functions and support of sales department
• Direct interaction with Brokers and Prospects during Sales Process
• Maintain database for all Broker and Prospect contact information
• Request and gather data to prepare Proposal for Prospects
• Prepare Presentations, Proposals/Quotes prior to all meetings
• Direct liaison with Underwriters beginning with overseeing accurate form submissions through the decision process.
• Manage appointment calendar and scheduling
• Monitor Sales calls and handle questions directly addressed to Sales team
• Communicate regularly with Brokers and Prospects to maintain a positive business relationship and high retention
• Ensure standard business procedures are followed for business development
• Responsible for identifying areas of improvement and making actionable recommendations to increase operational efficiency.
• General Filing, correspondence, and maintenance
• Special reporting and other projects, as assigned

Qualifications:  At least two years of administrative experience. Knowledge of a PEO a plus.
Knowledge of benefits a plus.

Skills and Personal Qualifications:

• Strong computer knowledge: Excel, Word, PowerPoint, Outlook
• Detail oriented and efficient
• Strong communication and customer service skills
• Analytical skills
• Ability to multi-task
• Exceptional organizational skills
• Worked in Salesforce
• PrismHR platform a plus

Salary range up to $60,000 based on experience
The role is hybrid, 3 days in the Melville office, 2 days work from home.

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