Sales Administrative Assistant - PolicyBind

Job Title: Sales Administrative Assistant

Company: PolicyBind

Location: Remote (Time-zone relative to the Americas)

About Us: 

PolicyBind is a leader in consumer acquisition and lead generation for insurance products in healthcare, auto, and commercial sectors. Our rapid growth necessitates the expansion of our media buying practice and channel mix. We are looking for a Sales Administrative Assistant to join our team and provide key support to the Sales team.

We are more than a name; we're a digital marketing powerhouse. Our goal is simple: To simplify the online insurance shopping process. With our expertise in affiliate marketing and lead generation, we've excelled at ensuring the right consumer gets to the best possible insurance option.

Mission: 

As a Sales Administrative Assistant at PolicyBind, your mission is to provide key support to the Sales team by assisting in coordinating sales activities, and ensuring the smooth execution of administrative tasks. This role requires an organized and detail-oriented individual with excellent communication skills, who can work collaboratively to help the Sales team meet its goals.

Must Have:

• Bachelor’s degree in Business, Marketing, or a related field (preferred but not required).
• 1-2 years of experience in a sales support or administrative role.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Proficiency in CRM systems (e.g., Salesforce, HubSpot) and GoogleSuite 
• Ability to work independently and collaboratively in a fast-paced environment.
• High attention to detail and ability to manage multiple priorities.
• Knowledge of digital marketing and the insurance industry is a plus.

Company Mission:

Our mantra? DO WELL BY DOING GOOD.

Our secret sauce? OUR PEOPLE. We put our people first, who create a world class product, which drives astronomical GROWTH.  Most companies are Profit, Product, People driven (in this order).  At PolicyBind, we have a different approach…People, Product, Profit (the right order). We've driven our staggering 300% year-over-year growth since 2019. We're all about finding, training, and rewarding the right talent for the right roles. Our core values include being Adaptive, Fun, Team Player, Efficient, and Responsible.

We’ve learned that matching our core values to align with our team members core values is crucial to creating an amazing organization. Below you’ll find PolicyBind's Organizational Core Values that have created an amazing workplace.  If after you’ve read these - you can honestly say that it aligns with the person you are…. then, buddy… you're our kind of person! 

• Adaptive: Embrace change like a pro. We're all about riding the wave of technological evolution, not drowning in it. 
• Fun: Happiness is contagious, and we're passionate about spreading it. Let's find joy in the journey. 
• Team Player: We rise together. We're dedicated to the collective win. 
• Efficient: Keep it simple. Complexity for complexity's sake? No, thank you. 
• Responsible: Walk the talk. Be the reliable rock everyone can count on. 

Feeling the vibe? If that's a resounding YES, let's dive deeper.

Because let's face it, life's too short for work that doesn't make you smile. So, let's see if you're the missing piece to our perfect puzzle. Check out the job description, responsibilities, and qualifications. If it ignites a spark in you, let's chat!

Key Responsibilities:

• Assist the Sales team with daily administrative tasks, including preparing sales reports, managing calendars, and organizing meetings.
• Coordinate sales activities by tracking and managing leads, follow-ups, and client communication.
• Provide support in the preparation of proposals, presentations, and sales documentation.
• Maintain and update the CRM system with accurate and up-to-date client information.
• Assist in managing client relationships by responding to inquiries, scheduling follow-ups, and providing prompt customer service.
• Collaborate with Marketing to support the sales process by helping to prepare marketing materials and coordinating campaigns that align with sales objectives.
• Help organize and track sales pipelines, identifying opportunities for improvement.
• Conduct research on prospects and compile relevant information for sales team members.
• Assist in the preparation and execution of sales events and conferences, both virtual and in-person.

Why Join Us: At PolicyBind, you will have the opportunity to work with a dynamic team and contribute to the creation of a state-of-the-art data platform. You will be instrumental in driving our data strategy and ensuring that our decision-making processes are informed by accurate, actionable insights. If you are passionate about data and thrive in a fast-paced, innovative environment, we would love to hear from you.

Your Contribution to the Team

Here's the core competencies that will make you successful in this role:

1. Communication Skills: The ability to clearly and effectively communicate with clients, team members, and management is crucial. This includes answering queries, preparing proposals, and maintaining professional correspondence. Understanding client needs and concerns in order to provide appropriate support and relay important information to the sales team.

2. Organizational Skills: Sales assistants often handle multiple tasks simultaneously, including scheduling meetings, preparing reports, and following up with clients. Prioritizing tasks to meet deadlines, ensure smooth workflow, and avoid delays in the sales process. Ensuring accuracy in data entry, CRM updates, and communication to avoid errors that could impact the sales team’s performance.

3. Technical Proficiency: Proficiency in using CRM systems (e.g., Salesforce, HubSpot) to maintain client information, track sales activities, and manage pipelines. Strong knowledge of Microsoft Office Suite (Excel, Word, PowerPoint) or similar software for managing data, creating reports, and preparing presentations. Ability to use online tools for research, lead generation, and staying organized (e.g., Google Workspace, Slack, and project management tools).

4. Customer Service Skills: Building rapport with clients and prospects to foster trust and long-term relationships. Addressing client concerns efficiently and providing solutions that align with the company’s offerings.

5. Collaboration and Teamwork: Working closely with the sales team, marketing, and other departments to support overall business goals. Being flexible and able to work in a dynamic environment, handling various responsibilities as the sales team’s needs evolve.

6. Sales and Marketing Knowledge: Understanding the fundamentals of sales processes, including lead generation, qualification, and sales funnel management. Awareness of how sales and marketing efforts work together to create successful campaigns and reach business goals.

7. Initiative and Proactiveness: Taking the initiative to anticipate the needs of the sales team, such as proactively preparing materials for meetings or conducting research on prospective clients. Identifying potential issues before they arise and addressing them with proactive solutions.

8. Data Management and Reporting: Ensuring accurate input and tracking of data in the CRM system and other platforms. Ability to generate sales reports, track metrics, and analyze sales performance to provide valuable insights to the sales team.

9. Negotiation and Persuasion (Basic): While not the primary focus of the role, having a basic understanding of negotiation tactics and persuasion can help support the sales team during client interactions.

​​​​​​With this impressive blend of skills, experience, and personality traits, you're poised to make a significant impact within our organization.

• PolicyBind Benefits (Our Commitment to You):
• Competitive Compensation
• Comprehensive Healthcare
• Flexible Remote Work
• Home Office Support
• Bi-Annual Company Retreats
• Continuous Learning

PolicyBind is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

PolicyBind runs on EOS: https://www.eosworldwide.com/eos-model

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