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Sales Administrative Assistant

Phoenix, Arizona, United States
October 08, 2016

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***** *. ******** ******

Fountain Hills, AZ 85268


480-***-**** (Cell)


October 2014 – July 2016

MERITUS – Tempe, Arizona

Account Coordinator, Small Group

Assist with day-to-day administration of new member sales, sales retention and sales initiatives to attract potential customers and retain existing members. This includes maintaining a high level awareness of broker activities, detailed understanding of programs, assistance in coordination of project timeliness and professional communication with key clients and/or brokers. Maintain broker data and sales dashboard. Assist the sales team in other related duties as assigned to meet the ongoing needs of the organization. Working knowledge of Arizona Health Insurance Marketplace including functions of the Affordable Care Act. Supports the achievement of Meritus’ Mission, Values and Goals by consistently demonstrating and executing behaviors that exemplify the Meritus brand. April 2011 – October 2014


Employee Benefits Sales Coordinator

Responsibilities include the daily operation of the office with respect to phones, mail, supplies, and office equipment. RFP/Proposal Management – receive and track all proposals requests via Salesforce (CRM) for True Group, Standard Select and Agility, scrub proposal documents and obtain missing information, complete and submit online RFP form via Salesforce, prepare and send out DTQs, monitor and respond to all external (field offices, home office, brokers) and maintain communications with brokers and sales reps, receive and coordinate all released quotes, scrub calcs and proposal, analyze, discount, edit and deliver proposals, coordinate and request requotes and corrections, and collaborate with peers to manage all activity. Maintain strong product knowledge, solid understanding of underwriting, rating and discount factors. January 2008 – March 2011

BENEFITMALL - Phoenix, Arizona

Broker Sales Representative

Represent company services in a positive and professional manner to ensure continued sales and growth by developing and maintaining business relationships with brokers and carrier representatives. Fully understand products and processes as well as how brokers interact with these products and processes. Continue to develop increasing knowledge of insurance industry markets, products, and legal environments to provide a value added service to brokers. Work in tandem with Broker Sales Executives to effectively service brokers by accurately and efficiently processing requests for quotations and proposals. Provide information on carrier administrative procedures and product availability as well as direction in section of appropriate group and individual products. Prescreened group medical questionnaires to determine suitable products and risk adjustment factors on premium rates. Conducted face to face and follow up calls with brokers and prospective brokers to market company services. Actively participate in team meetings to provide input which contributed to the overall success, sales and customer satisfaction.

March 2006 – December 2008


Account Manager/Renewal Specialist – Sales and Marketing Responsible for preparing and tracking all account renewals on a monthly basis. Prepare new business files, policies, enrollment forms, adjustment reports, CDs and other documentation. Maintain daily office wide calendar of meetings and events. Establish and maintain broker commission files. Prepare, order and maintain provider directories and printed supplies. Enter and track all quotes into ACT.

December 2002 – March 2006


Administrative Assistant/Account Manager/Bookkeeper Quote, sell and service all individual accounts (health, dental, vision and life). Responsible for service work on all group accounts from inception to renewal. Preparation of RFPs, quotes and spreadsheets. Update and maintain all account information and client files. Order and maintain office supplies, literature, forms, applications and directories. Responsible for all phases of bookkeeping – payroll, commissions, accounts receivables and account payables. March 1997 – December 2002

SILVERMAN INSURANCE & FINANCIAL SERVICES – Scottsdale, Arizona Administrative Assistant

Answer all incoming calls. Handle all correspondence. Open and distribute mail. Order and maintain office supplies and equipment. Prepare and quote rates (individual and group). Completion of all forms, documents, and contracts. Update all contracts and business forms. Set up and maintain client files. Maintain checks and securities logs. Accounts receivables, accounts payables, and payroll.


State of Arizona – Department of Insurance

Accident/Health Producer - February 2005

Life Producer – February 2005

Strong organizational and time management skills, self-motivated and detail-oriented. Proficient in Microsoft Word, Excel, Outlook, ACT and Salesforce. CRM and Sharepoint. Quickbooks, Stenograhy (Gregg), Typing, Dictaphone and Teletype.

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