About the role

  • Sales Assistant maintaining client profiles and assisting sales representatives for Advocate Health. Coordinating tours, meetings, and events within occupational health services.

Responsibilities

  • Responsible for maintaining the client profile and keeping all detailed account requirements up to date with timely and accurate information
  • Informs supervisor/staff of new clients and service needs
  • Administers and compiles a company survey to assess client satisfaction
  • Acts as a client liaison and coordinates tours and meetings for sales representatives
  • Assists sales representatives in documentation of sales opportunities, meetings and asset creation in CRM (Salesforce)
  • Performs the initial intake of any client concerns related to billing or service
  • Resolves independent or alerts supervisor/director for resolution
  • Documents all issues and shares monthly report with the program supervisor
  • Remain knowledgeable on all services and able to articulate the program benefits and high level of care patients receive
  • Coordinate employer events with the direction of sales representatives to include, invites, venue, and catering as needed
  • Runs client reports from EMR or other software systems by request of sales or operations
  • Review client revenue reports to spot trends that may indicate future sales activities and opportunities
  • Perform Customer Retention calls and share results/report with Sales Rep

Requirements

  • Associate's Degree (or equivalent knowledge) in Business or related field
  • Typically requires 3 years of experience in customer service
  • Excellent communication and problem solving skills
  • Experience in Microsoft Office and applications
  • Demonstrated self-directed, results orientated, approach to building client relations
  • Ability to handle difficult calls or situations and maintain professionalism
  • Above average organizational skills
  • Training or experience in keyboarding/data entry with emphasis on speed and accuracy
  • Willingness to travel to other Occupational Health Clinics in their market for meetings and projects

Benefits

  • Paid Time Off programs
  • Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
  • Flexible Spending Accounts for eligible health care and dependent care expenses
  • Family benefits such as adoption assistance and paid parental leave
  • Defined contribution retirement plans with employer match and other financial wellness programs
  • Educational Assistance Program

Job title

Sales Assistant

Job type

Experience level

Mid levelSenior

Salary

$25 - $38 per hour

Degree requirement

Associate's Degree

Location requirements

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