Responsibilities:
- Provides support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations.
- Schedules appointments with clients as requested by Sales Executive/Account Executive(s).
- Occasionally accompanies Sales Executive/Account Executive on prospect and client meetings as requested by Sales Executive.
- Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
- Issues invoice and update Salesforce database; verifies their accuracy; forwards them to client with appropriate correspondence.Processes renewals in coordination with Sales Executives/Account Executive(s) according to procedures.
- Reviews and adjust schedule of upcoming events for clientsVerifies policy and policy change information, facilitating corrections when necessary
Skills:
- BS/BA in Business, Marketing, Communication or related field is preferred
- A background working with clients and/or in a client services role
- Outstanding written and verbal communication skills
- Advanced knowledge of spreadsheets (MS Excel), CRM systems
- Knowledge of the hosptility marketplace
- Desire to work in an entrepreneurial environment
- Ability to multi-task; must be able to juggle multiple projects and clients
- Strong Analytical skills; must be able to think critically about both client needs and internal solutions
Benefits & Perks:
- Full coverage medical and dental insurance
- Stocked kitchen
- Free on-site parking
- Casual dress environment
- Sports tickets to Dodgers, Clippers and Kings
Job Type: Full-time
Pay: $40,800.00 per year
Experience:
- Account Management: 1 year (Required)
- Sales Support: 1 year (Required)
Education:
- Bachelor’s (Required)
Location:
- Los Angeles, CA (Required)