Sales Administrative Associate (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Sales Administrative Associate (Insurance): Supporting the daily operations of the revenue function with an accent on administrative and data-management support. Focus on maintaining accurate client records, coordinating workflows, and ensuring timely execution of critical revenue activities.
Location: Hybrid (3-4 days in office) in Sparks, MD
Salary: $15.48 - $22.00 Hourly
Company
, part of Risk Strategies, is one of the largest privately held U.S. brokerage firms specializing in risk management and insurance placement services.
What you will do
- Coordinate schedules, appointments, and correspondence to ensure efficient communication across the revenue team.
- Review and process new business submissions, ensuring accurate data entry into the CRM.
- Maintain and update client account records throughout their full lifecycle.
- Support Document of Payment (DOP) processing, including filing and tracking.
- Process NDAs and new account records, ensuring internal system compliance.
- Contribute to departmental projects, research, and operational reporting tasks.
Requirements
- High school diploma required; Associate degree preferred.
- 0–2 years of administrative experience in a professional or business environment.
- Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
- Knowledge of CRM systems.
- Must be based in or able to work hybrid (3-4 days in office) in Sparks, MD.
- Strong organizational skills and professional communication abilities.
Culture & Benefits
- Opportunity to work for a company recognized as a Great Place to Work and on the Inc. 5000 list.
- Dynamic and collaborative team environment.
- Strong organizational focus on Environmental, Social, and Governance (ESG) issues.
- Equal opportunity workplace committed to diversity and inclusion.
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