Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Position Summary: We are seeking a highly organized and detail-oriented individual to work with our new business team to manage technology to enable client and prospect management. You will be responsible for maintaining accurate client and prospect records, supporting producers in new business prospecting, and partnering with marketing team to deliver targeted campaigns and communications.
CRM Ownership & Support
Master and own Microsoft Dynamics, serving as the in-house expert and resource for the team
Manage CRM data for clients and prospects, ensuring accurate input, updates, and ongoing maintenance
New Business Prospecting Campaign Management
Qualify new business opportunities by cross-referencing CRM data with other B&B teams to avoid conflicts and confirm lead ownership
Leverage CRM and other data sources to develop and manage targeted prospects lists (by industry, employer size, geography, etc.)
Manage prospect push campaigns leveraging B&B Intellectual Capital, whitepapers, compliance updates and webinars
New Business Proposal Support
Master proposal database (Loopio) and take first pass as responding to broker/consulting proposals in tandem with associated sales lead
Assist in developing finalist meeting presentations and pitch decks
Marketing & Communications
Partner with the marketing team to execute outbound communications, promotions, and new business development initiatives
Help refine messaging and ensure CRM-driven campaigns are effectively deployed
Organization & Execution
Plans and manages time effectively, follows through on tasks, and delivers high-quality work on deadline.
Strong Communication
Ability to convey complex information clearly and effectively to sales teams and stakeholders.
Project Management
Ability to manage multiple projects and initiatives simultaneously while meeting deadlines.
Analytical Thinking
Skills to interpret sales data and market trends to develop effective sales strategies.
Technical Proficiency
Familiarity with sales tools, CRM systems, and data analytics platforms.
Adaptability
Embraces change and adjust priorities or work style as needed.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.
BS or BA
1-3 years of experience in sales database management
Excellent communication, interpersonal, and organizational skills
Experience using Microsoft Dynamics or equivalent
Proficient with MS Office, including Excel, Word, and PowerPoint
Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day.
Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
Vision sufficient for use of a computer monitor.
Ability to sit at a desk 7 – 8 hours per day.
Reliable transportation to and from work.
$36 - 41 Hourly
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.
36.00 - 41.00 Hourly
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
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Bbinsurance is an insurance platform that helps multinational companies and individuals compare, analyze, and purchase insurance products. They provide efficient insurance solutions with a focus on superior customer service.
Visit website$36 – $41
Base Only · ESPP