Employer Industry: Fintech and Insurance Services

Why consider this job opportunity:
- Opportunity for career advancement within a rapidly growing organization
- Work in a dynamic and entrepreneurial environment with a focus on innovation
- Standard work hours: Monday to Friday, 8:30 AM to 5:00 PM (37.5 hours per week)
- Supportive team environment that values ethical conduct and personal effectiveness
- Engage with a diverse workforce in a professional office setting

What to Expect (Job Responsibilities):
- Provide clerical support to the sales department, ensuring accurate documentation and record-keeping
- Pull information for sales renewals, including preparing premium calculations and profitability assessments
- Prepare summaries of historical loss information for internal and external stakeholders
- Update the CRM system and maintain organized prospect folders
- Ensure compliance with established standards, procedures, and applicable laws

What is Required (Qualifications):
- Two to five years of advanced experience with Microsoft Office, particularly Excel
- Minimum of two years working in a sales department
- Training or experience in computer applications
- Ability to manage time effectively and demonstrate strong organizational skills
- Excellent verbal and written communication skills

How to Stand Out (Preferred Qualifications):
- Relevant certifications in finance or insurance
- Prior experience with CRM software
- Experience in Insurance, PEO, and/or Worker's Compensation is a plus

#Fintech #InsuranceServices #CareerOpportunity #SalesSupport #ProfessionalDevelopment

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