Sales CoordinatorAdministrative Assistant

Marketing and Sales Coordinator

Cabot Risk Strategies LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients. Our goal is to help our clients effectively manage risk through insured solutions self-funded solutions or a combination of both. As a full-service insurance brokerage and consulting firm specializing in Commercial Lines Professional Lines Personal Lines and Employee Benefits we provide our clients a leading insurance practice delivering best-in-class insurance solutions and services.

Based in Woburn MA Cabot Risk Strategies is easily accessed off of 93 and 128 and employs 100 people. Please visit our web site at

The Sales Coordinator will be an integral member of the sales team and will have the primary responsibility for marketing materials and efforts and will provide support to the Marketing and Sales Team. Ability to work independently and be self-directed. Proficiency in a broad range of software programs including intermediate to expert level proficiency with Microsoft Word Excel and PowerPoint and familiarity with Adobe Creative Cloud or Canva.

Responsibilities

• Provide administrative support to Sales Team
• Prepare weekly marketing packets
• Marketing season: Create mail merges for two-year rate guarantee letters and renewal letters and maintain renewal letter lists as signed letters are returned
• Maintain prospect marketing packets
• Manage bid process and coordinate with sales executives and underwriting
• Maintain bid proposal calendar
• Prepare bid proposal packet for each bid
• Maintain contact database/CRM
• Manage and brand letterhead PowerPoint Word and Excel templates for sales team use
• Assist with presentation creation for client and prospect meetings
• Bind and copy presentations for meetings
• Graphic Design - creation of graphics for company use including visual aids infographics promotional items marketing materials etc.

Minimum Requirements:

The following are required to enable the employee to perform the essential functions of the job.

1. Skills/knowledge Above average written and verbal communication skills with the ability to multi-task is essential. Strong administrative skills and attention to detail are a must. Must be able to produce high quality work under tight deadlines. Sound interpersonal skills are essential. Must be comfortable learning new computer skills and programs.
2. Experience/education Three years of administrative experience or equivalent preferred. Prior experience creating and proofing proposals presentations letters etc. Experience in Graphic Design and Print Media is desirable. Knowledge of the following software Intermediate level or better: Microsoft Office (Word PowerPoint Excel); Adobe Creative Cloud (Photoshop Illustrator Acrobat) or Canva.

Job Type: Full-time

Cabot Risk Strategies LLC is an Equal Opportunity Employer.