Sales role at Nelly aiming to transform healthcare by actively acquiring new partners. Engaging with medical institutions to provide tailored solutions and overseeing the sales funnel.
About the role
- Business Development Assistant at ClaimsPro supporting client growth initiatives through research and CRM management. Assisting in business development and administrative tasks while working in a hybrid environment.
Responsibilities
- Develop a strong understanding of ClaimsPro’s services to support client and business development initiatives.
- Research and build targeted prospect lists for the Business Development (BD) team.
- Monitor industry trends and competitor activity to help identify new business opportunities.
- Prepare business development reports by collecting, analyzing, and summarizing data.
- Accountable for maintaining accurate updated client data: Contacts and all Client related documents.
- Manage and update CRM systems, client contact lists, and sales documentation.
- Maintain opportunities pipeline from the BD team and update on a regular basis.
- Maintain a social media presence and look for opportunities to publish articles in trade publications, speaking engagements, continuing education classes in client facing settings.
- Run reports from ClaimSpace data of client activity and update BD pipeline with changes in frequency or revenue.
- Enter, update and maintain accurate information regarding prospects and clients in client relationship management system (CRM).
- Support the planning, coordination, and logistics of tradeshows and industry events.
- Assist in developing marketing materials, proposals, and presentations.
- Maintain and deploy client email campaigns, including weather-related notifications.
- Other activities to support the Claimspro team as directed by the VP of Operations.
- These activities will include processing and remote deposit of customer payments for both Pario Forensic Accounting and Claimspro and other office related activities.
Requirements
- Insurance industry experience is a strong asset
- Excellent organizational, analytical, and time management abilities.
- Understanding of CRM tools and Microsoft Office Suite is a plus.
- Self-motivated, resourceful, and comfortable working independently.
- Strong problem identification and resolution skills
- Demonstrates strong presentation skills
- Excellent oral and written communication skills.
Benefits
- Positive Team Dynamics
- Resourceful Self-Management
- Organized – planning skills
- Analytical
- Goal driven
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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