Sales Quoting Virtual Assistant – Excel Master

We are looking for a driven and experienced Virtual Sales Assistant to provide administrative and operational support to our sales team. For this role, a strong Internet connection is required. Ultimately, you should be able to handle administrative tasks under minimum supervision.
Responsibilities
• Provide sales support to sales staff as assigned.
• Proactively manage quote activity and broker processes. Serve as a liaison for sales staff, brokers, and home office business partners.
• Review RFPs from brokers, consultants, and agents. Prepare proposals and forward to stakeholders.
• Follow-up on requests to ensure timely responses
• Prospect and hunt for the right contacts at targeted companies
• Generate interest through outbound email and phone campaigns
• Follow up with relevant messaging based on targeted segment
• Pre-screening sales leads and sharing information with a member of the sales team for follow-up
• Answering a combination of phone calls, emails, and online chat messages to provide initial support to customers
• Processing sales orders accurately and completely
• Gathering sales quotes
• Creating sales reports to share with executive leadership and senior members of the sales team
• Adhering to the procedures and guidelines of the company
• Staying up to date with emerging trends, available merchandise, and new products that the company will offer to clients and customers
Qualifications
• 2 years + of insurance experience is a plus
• High school diploma or graduate equivalent degree
• Working knowledge of Microsoft Office suite of products.
• Ability to navigate multiple computer systems and applications. Utilize search tools to find information.
• Analytical ability with high attention to detail and accuracy.
• Strong verbal, written, and interpersonal communication skills.
• Strong organizational, multi-tasking, and prioritizing skills.
• Ability to work effectively in a team environment and across all organizational levels.
• Ability to be flexible and adaptable to changing priorities and deadlines
• Proven experience as an assistant working remotely or relevant role
• Excellent phone, email, and instant messaging communication skills
Our business is fast-paced and will continue to evolve. As such, the duties and responsibilities of this role may be changed as directed by the Company at any time to promote and support our business needs.