Constructs and distributes key sales documents, including proposals and contracts, by coordinating with Legal, product owners, and the underwriting team
Job Summary
Constructs and distributes key sales documents, including proposals and contracts, by coordinating with Legal, product owners, and the underwriting team.
Processes sales documents such as executed agreements, revisions, and cancellation notices through communication with various departments and stakeholders.
Coordinates the development, communication, meetings, timelines, and deliverables of formal RFPs and sales presentations, ensuring target dates are met.
Matching Summary
Constructs and distributes key sales documents, including proposals and contracts, by coordinating with Legal, product owners, and the underwriting team.
Skills & Requirements
Must-have
Develop and process sales documents
Coordinate with Legal and product owners
Manage RFP and sales presentations
Review and edit proposal content
Monitor Sales Administration inbox
Maintain CRM data quality
Nice-to-have
Experience in financial services or insurance
Proficiency in sales tools
Strong business acumen
Ability to work with senior executives
Key Requirements
Bachelor's Degree in Marketing, Public Relations, Communications, or related field
Minimum 1 year administrative support in sales/marketing