Sales Assistant
Sales Assistant
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Job Description
Culture rules at Delta Dental. Its key to our becoming the leading dental benefits carrier in the state reaching over 500000 Idahoans with our dental plans and community outreach programs. Were small on ego and big on grins. Youll see us involved in community events and Did you make someone smile today on our ToDo lists. Our employees have the opportunity to make a difference in peoples lives while working in an environment full of challenge collaboration flexibility and industryleading growth potential. Join our team committed to better oral health for all Idahoans.
The Sales Assistant provides a variety of support for the sales team including preparing documents and presentations for quotes proposals and renewals as well as administrative support such as telephone/email customer support appointment scheduling data tracking mailings purchase orders and document management. Serves as the departments super user for CRM and sales software systems.
ESSENTIAL FUNCTIONS
- Assist the sales team with preparation of manual quotes proposal presentations and renewal presentations and options.
- Answer and route routine sales and service inquiries to the appropriate Delta Dental of Idaho representative or department.
- Serve as the super user of the departments CRM and sales tracking systems in ProClaim 2.
- Manage the DDPA Marketing Database process by engaging the team and meeting timeline and compliance obligations.
- Scan upload and update contract documents and administrative activities within the sales tracking system.
- Keep webbased quotes current and assigned to the appropriate sales representative including unknown quotes.
- Maintain new prospect setup and existing groups in ProClaim 2.
- Coordinate producer appointment paperwork with Underwriting and follow up with new producers and agencies for tax ID#s and SSNs.
- Support producer requests for commission inquiries web logins passwords where to find documents etc.
- Create and proofread content for large/jumbo group PowerPoint presentations for client meetings.
- Manage inventory/promotional items for giveaways sponsorship events health fairs client meetings sales collateral and shipments or packets for broker training events.
- Register and coordinate the sales team for industry meetings and events.
- Coordinate monthly sales meetings including agendas lunchins and tech support.
- Manage and renew producer licenses for the sales team.
- Process producer requests including carrier appointments Producer of Record changes Book of Business transfers and manage documents.
- Manage the monthly expense reporting for the sales & marketing department credit cards and the processing of purchase orders.
- Demonstrate a commitment to the organizations core values code of ethics and compliance/security standards.
- Other duties as assigned.
Requirements
KNOWLEDGE SKILLS AND ABILITIES
- High School diploma or equivalent required; bachelors degree in business or related field preferred.
- Previous administrative experience preferred particularly in a sales/marketing environment.
- Intermediate proficiency in Microsoft Word Excel PowerPoint and Outlook.
- Ability to work independently with limited supervision to successfully accomplish job tasks with a strong ability to manage ones own time.
- Strong proofreading skills and attention to detail.
- Professional written and verbal communication skills.
- Commitment to teamwork customer service and dependability.
- Adaptable to a changing work environment with the ability to multitask and prioritize.
- Positive proactive approach to conflict resolution.
- Ability to work with a diverse group of people.
PHYSICAL AND MENTAL REQUIREMENTS
- Sitting/Standing (alternatively) continuously
- Keyboard Use/Repetitive Hand motion continuously
- Skill/ability related to comprehension organization reasoning/decisionmaking and communication appropriate to position/level
Benefits
Delta Dental of Idaho offers a competitive benefits plan including:
- Medical dental and vision
- 401K with up to 6 company contribution
- Generous PTO and up to 9 paid holidays
- Community Service Time
- Flexible schedule and 1/2 day Fridays
- Tuition and continuing education reimbursement
- Casual dress code
- ...and more!
OUR CULTURE
DDID seeks to provide a positive workplace where employees are treated with respect and all are accountable for living our values and Code of Ethics while empowered to help the organization succeed in achieving its mission and vision.
All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status.
Individuals that may need assistance with the applicant or interview process may contact human resources ator by phone:.
Employment Type
Full-Time
