Sales Operations Representative

Position Summary

Responsibilities

• Serve as the primary point of contact for onboarding new users to departmental applications, while providing ongoing support for data management and user maintenance.
• Deliver dedicated support to departmental managers, helping to ensure the efficient execution of core functions such as planning and communications.
• Provide comprehensive support in all aspects of profit sharing and distribution processes.
• Facilitate and oversee travel arrangements for leadership, ensuring seamless coordination and optimal efficiency.
• Compile and manage expense reports while meticulously tracking overall travel expenditures to maintain budgetary adherence.
• Procure and maintain marketing materials and promotional items that are essential for sales managers and account managers, ensuring the necessary resources are available for success.
• Process departmental invoices and payments, maintaining financial integrity and accountability.
• Participate in the creation of marketing and related event materials.
• Utilize basic project management skills to coordinate and execute events, meticulously arranging logistics to ensure successful outcomes.
• Maintain promotional inventory to ensure availability and timely distribution of materials.
• Execute targeted campaigns, leveraging digital marketing tools to engage with clients and prospects.
• Produce and distribute agency surveys to gather feedback and insights for continual improvement.
• Provide support for agency and producer licensing, ensuring compliance and regulatory requirements are met.
• Deliver essential support to the Sales team members.
• Perform CRM support duties.
• Perform other duties as assigned.

Qualifications

• High school diploma or equivalent combination of education and/or experience
• One or more years of experience in an administrative or support capacity
• Skill in interpersonal interactions, with the ability to collaborate effectively with internal and external contacts; skill in customer service and problem-solving
• Capacity to work autonomously while ensuring transparent communication with internal leadership
• Skill in time management, prioritization and project management; ability to multi-task effectively while paying attention to detail
• Proficient in both verbal and written communication with the ability and commitment to maintain confidentiality
• Proficient with Microsoft Office Suite and function specific software applications

Let’s talk benefits!

• Competitive Salary
• Bonus Structure
• Profit Sharing
• Medical, Dental, Vision Insurance
• Employer Paid Short Term Disability
• Employer Paid Long Term Disability
• Employer Paid Life Insurance
• Voluntary Life Insurance
• 401K with Company Match
• PTO

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