Responsibilities

• Provide administrative support to the Business Development team
• Assist with scheduling client meetings, presentations, conference calls, and industry events
• Prepare proposals, presentations, reports, and client-facing materials
• Track business development activities, opportunities, and follow-up items
• Support RFP/RFI responses and proposal coordination efforts
• Maintain organized records of prospects, contracts, and client communications
• Maintain and update Salesforce CRM records, contacts, opportunities, and pipeline activity
• Generate reports and dashboards for leadership and sales tracking
• Ensure data accuracy and consistency across CRM systems
• Assist with lead tracking, campaign management, and client outreach initiatives

Requirements

• Bachelor’s degree or equivalent professional experience in Business, Marketing, Communications, or related field
• Experience in insurance claims environment, TPA or professional services industries
• 1–3 years of administrative, marketing, sales support, or client service experience
• Experience using Salesforce or similar CRM platforms
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
• Knowledge of marketing platforms such as Mailchimp, Canva, or LinkedIn campaigns

Preferred

• Proactive, tech-savvy mindset
• Ability to manage multiple priorities
• Strong presentation skills
• Familiarity with marketing automation tools (e.g., Mailchimp, Canva, LinkedIn campaigns)

Benefits

• Competitive compensation and benefits package commensurate with experience
• Base salary and performance-based incentives
• Paid time off
• Medical, dental, and vision insurance
• Life insurance
• 401(k) plan with company matching