Chicago, United States
about 1 year ago
Provides administrative support to market leadership and sales, supporting large departments with the majority of duties being high level administrative tasks which may include: planning/coordination of large events, meetings or conferences, complex project work, ordering materials and collaterals, and various sales support functions. Work requires initiative and judgment in making decisions and knowledge of department and company policies and procedures. Typically supports sales team and mid to upper-level managers.
Plan and coordinate events, education, and meeting conferences Order materials and/or collaterals Create, copy, print, edit and bind business related materials including PowerPoint presentations and Word documents Create, edit and distribute correspondence, mass mailings Pull, format and distribute customer financial reporting Use Excel to combine and consolidate files for ad hoc reporting Coordinate Sales projects Process expense reports and complete business travel arrangements for management and GAA only Facilitate the preparation of presentations, proposal documents and binders in response to prospective and renewal proposals
Complete Custom Point open enrollment kit orders. Complete Cigna Tree of Life orders and track/maintain inventory as necessary Process external client and vendor expenses and reimbursements
Attend and support external market events as needed. Manage local event ticket distribution with Sales team
Process charitable sponsorships
Coordinate Broker of Record changes with Producer Commissions utilizing Salesforce.com process.
Perform additional sales administrative responsibilities at the discretion of local market management