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Administrative Assistant, Sales (Part-time)

Company: Marsh & McLennan
Location: Aliso Viejo
Posted on: May 3, 2021

Job Description:

Sales Administrative AssistantDepartment: Business Insurance/BenefitsStatus: Non ExemptReports To: Principal - Director of OperationsPosition Profile and Summary: Under the direction of the Director of Business Development, this position provides support for various sales support functions in the Business Insurance and Employee Health & Benefit divisions. Essential Duties and Responsibilities:Prospect related tasks may includeAssist with the research and development of sales presentations and preparations for client meetings.Pre-conference duties may include determining attendee list, and developing understanding of all attendees, client versus prospectsProspect lead generation through research, gathering data, and contacts to assist with formulating pipelineFollow up with prospects and send correspondenceSystem AdministrationAssist with developing and researching prospect lists through Salesforce and SagittaResearch and input data on clients, prospects as well as run reports needed for producersProcess client data information, completing Acord Applications, and supplemental informationAssist Client Sales Executive in performing day-to-day administrative duties.Learn basic insurance industry and sales concepts and demonstrate mastery of this knowledge by applying it while performing duties such as researching potential sales prospectsAssistance with other various administrative projects as needed in the officeEducation and/or Experience: Proficiency with personal computers and Microsoft Office applications (primarily Word, Excel and PowerPoint) with the ability to operate standard office equipment is required.Strong interpersonal skills to establish rapport with prospective and existing clients and internal associates.Results oriented with demonstrated skill in organizing resources and establishing priorities.Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.Ability to work semi-autonomously in a fast paced environment.Professional experience in sales or client service environment preferred.Work Environment and Physical Demands:Ability to use computer keyboard and sit in a stationary position for extended periods.Work is performed in a typical interior/office work environment.Occasional travel to client sites within driving distance of the workplace.This position is not eligible for remote work in Colorado. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: .

Keywords: Marsh & McLennan, Aliso Viejo , Administrative Assistant, Sales (Part-time), Other , Aliso Viejo, California

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