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
• 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
• Assist with lead tracking, campaign management, and client outreach initiatives
• Support CRM process improvements and user adoption efforts
• Coordinate conference registrations, sponsorships, and event logistics

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

• The ideal candidate is proactive, professional, tech-savvy, and capable of managing multiple priorities while supporting client relationship initiatives and internal growth strategies.

Benefits

• Competitive compensation and benefits including base salary, performance-based incentives, paid time off, comprehensive medical, dental, vision, and life insurance, as well as a 401(k) plan with company matching.