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
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