Job Duties:

• Maintain and grow client relationships across assigned accounts.
• Create and track proposals for existing accounts and potential new accounts.
• Follow up on outstanding proposals.
• Update a database regularly with accepted proposals, client contact information, DOB information, etc.
• Work with the Marketing Manager to understand client retention and growth strategies, including the implementation of these strategies within assigned focus groups.
• Communicate on a daily basis with existing clients.
• Follow up on outstanding invoices.
• Attend meetings with the Regional Manager.
• Update Salesforce and internal spreadsheets regularly with sales activity and client information.
• Gain new leads by contacting clients via telephone, in-person meetings, networking events, etc.
• Communicate with other supervisors and managers.
• Perform other duties as assigned.
• This is an in-person role with flexible Fridays.

Qualifications:

• 4-year accredited degree
• Strong written and verbal communication skills
• Strong organizational skills
• Proficiency in Microsoft Office and Salesforce
• Ability to work with a team

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person