Denver, United States
over 1 year ago
The Select Segment New Business Assistant is responsible for reviewing Request for Proposals (RFPs) and entering the opportunity in SalesForce.com. The New Business Assistant works closely with the New Business Manager (NBM), Brokers, Presale Team and internal matrix partners to ensure accurate and complete set-up of prospective clients for quoting purposes. Responsibilities:
Establish a SalesForce.com opportunity for each new business prospect.
Maintain accountability for the central mailbox and meet submission turnaround times. Ensure accuracy of information and opportunities in Salesforce.com Timely assignment to Presale Consultant with a cc to the NBM
Proactive communication with internal and external customers to facilitate the RFP workflow. Communicate effectively with Brokers to fully understand their RFP needs as it relates to system entry Track opportunity assignments in UWDashboard Develop and build relationship with matrix partners
Support the Presale Consultant through the notification of cross quote opportunities/activity. May work on various projects within the sales office