Sales Administrator

PrestigePEO; Melville (NY); Hybrid; USD 54,000 - 66,000; Full time

Job summary

PrestigePEO is seeking an Administrative Assistant to support the Business Development Managers in the sales department. You will manage documents, scheduling, and correspondence to keep the sales process efficient.

You will maintain broker and prospect data, prepare proposals and presentations, and coordinate with underwriters to ensure accurate submissions. Strong Microsoft Office skills and a service mindset are required.

Qualifications

• At least two years of administrative experience.
• Knowledge of a PEO is a plus.
• Knowledge of benefits is a plus.

Responsibilities

• Provide direct administrative support for the Business Development Managers in the sales department.
• Direct interaction with Brokers and Prospects during the Sales Process.
• Maintain database for all Broker and Prospect contact information.
• Request and gather data to prepare Proposals for Prospects.
• Prepare Presentations, Proposals/Quotes prior to meetings.
• Coordinate with Underwriters to oversee accurate form submissions through the decision process.
• Manage appointment calendar and scheduling.
• Monitor Sales calls and handle questions directed to the Sales team.
• Communicate regularly with Brokers and Prospects to maintain relationships and retention.
• Ensure standard business procedures are followed for business development.
• Identify areas for improvement and provide actionable recommendations to increase efficiency.
• General filing, correspondence, and maintenance.
• Special reporting and other projects as assigned.

Skills

Administrative experience

Detail oriented

Communication skills

Customer service

Analytical skills

Multi-tasking

Organizational skills

Tools

Excel

Word

PowerPoint

Outlook

Salesforce

PrismHR

Job description

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.