Office Manager

Posting ID : A1068480753
Date Posted : 2015-08-18
Category : Admin Office

Office Manager

Office Manager - perm

SUMMARY Provide full administrative support to the CT sales/service staff, customers and brokers.

ESSENTIAL DUTIES & JOB RESPONSIBILITIES include the following. Other duties may be assigned.

Thrive in a fast paced, dynamic, sales environment balancing multiple responsibilities and changing priorities.
Highly organized and self sufficient, with a desire to proactively suggest improvements and accept more responsibility over time.
Proficiency and genuine interest in mastering capabilities and features of all company systems that affect the sales and account management functions.
Serve as central coordination point for all office sales and account management activity.
Professionally respond to phone and e-mail inquiries, open/distribute mail, maintain paper and electronic records, manage office supplies and sales material inventory supply.
Enter, update, and manage proposal and client information in Salesforce in accordance with deadlines.
Maintain existing and proactively generate new word-processing, spreadsheet, and database documents to organize and track activity.
Prepare, compile, update, and maintain inventory of materials used for prospects, clients and producers to include sales kits, proposal binders, proposal questionnaires, administration kits etc.
Manage electronic and paper files ensuring up to date information is available for sales and service functions.
Generate weekly/monthly proposal and service activity reports.
Compile and distribute various reports to customers/brokers.
Interact with Home Office personnel to resolve problems, obtain information, and order supplies.
Accurately and professionally generate final proposal documents and assemble RFP responses and exhibits for proposals of all sizes.
Professionally interact, guide and assist customers and brokers via phone and email.
Attend client open enrollment meetings during peak activity periods.
Work with Salesforce and or CRM systems.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. A college degree is preferred and superior organizational and communication skills are necessary. The individual must be able to work independently and have excellent proofreading skills. Accurate keyboarding skills with 7,000 keystrokes per hour or 50 words per minute and 98% accuracy are required. Excellent knowledge of Microsoft Office including Word, Excel, Powerpoint and Access is necessary. Salesforce or CRM system skills are preferred.

The requirements include the ability to be adaptable, flexible, highly organized, and handle multiple priorities simultaneously. Excellent verbal and written communication skills are required and must be detailed oriented. Ability to work in a team environment, exhibit leadership, strategic thinking, problem solving, and decision making skills. Sound and accurate judgment is necessary, and negotiation and analytical skills are required. Must have a broad knowledge of business functions, ability to influence, motivate team members from various departments to meet external and internal deliverable dates.

Any combination of academic education, professional training or work experience, which demonstrates the ability to perform the duties of the position will be considered.

A valid Drivers' License NJ/CT and ability to visit clients/brokers is required

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