Sales Administration Analyst

The Select Segment New Business Assistant is responsible for initiating the presale process in a timely and accurate manner, using documented Hub processes and procedures.

Role Summary :

The New Business Assistant is responsible for reviewing Request for Proposals (RFPs) and entering the opportunity in The New Business Assistant works closely with the New Business Manager (NBM), Brokers, Presale Team and internal matrix partners to ensure accurate and complete set-up of prospective clients for quoting purposes.

The ideal candidate is able to recognize this role’s importance in us getting it right the first time. As the first point of contact, attention to detail and ability to be organized while working in a fast paced environment would be key.

The role does allow a pathway into the Presale Analyst role, allowing the ability to have career progression if skills aligns with the outlined expectations.

Role Components :

The New Business Assistant will be responsible for starting the presale process by :

Establishing a opportunity for each new business prospect.

Maintaining accountability for the central mailbox and meet submission turnaround times.

Ensuring accuracy of information and opportunities in

Ensuring timely assignment to Presale Consultant with a cc to the NBM

Proactively communicating with internal and external customers to facilitate the RFP workflow.

Communicating effectively with Brokers to fully understand their RFP needs as it relates to system entry

Tracking opportunity assignments in Velocity

Willingness to pilot new processes in order to remain efficient

Developing and building relationship with matrix partners

Supporting the Presale Consultant through the notification of cross quote opportunities / activity.

Order requested RFP sales reports through

Strong analytical ability, with ability to design, track, and work toward specific measurable performance targets for self and team

Proficiency with multiple software and system-based applications, including database and spreadsheets (Excel, tracking systems)

Engage in career enhancing activities to improve personal development

Minimum Qualifications :

Associate's Degree or equivalent work experience may substitute in lieu of degree

Strong written & verbal communication skills

Strong problem-solving and analytical skills

Detail oriented with exceptional follow-up skills

Ability to work in a production-like, fast paced environment and adapt quickly to change

Strong organization skills with the ability to work both independently and in a team environment; manage, prioritize and work on numerous projects at one time.

Ability to consistently meet tight deadlines and work under pressure while anticipating the needs of the customer and / or business partner and understanding the consequences of actions.

Strong computer based technical skills including Outlook, Excel and Word and internet / web navigation

Competencies Required :

Balances Stakeholders : Anticipating and balancing the needs of multiple stakeholders

Plans & Aligns : Planning and prioritizing work to meet commitments aligned with organizational goals

Collaborates : Building partnerships and working collaboratively with others to meet shared objectives

Manages Complexity : Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems

Manages Ambiguity : Operating Effectively, even when things are not certain or the way forward is not clear

This position includes fiduciary duty or access to financial systems : YES