Sales Assistant

Company: Delta Dental Of Idaho
Location: Boise
Posted on: October 15, 2020

Job Description:

Share our vision to improve the health of Idahoans by increasing access to quality oral healthcare! As a full-time Sales Assistant, you will advance your career by providing proactive and direct support to the sales team. In this position you will use strong analytical, organizational and communication skills to assist in the success of retaining existing and gaining new business. You should be able to demonstrate and efficiently perform a wide variety of general administrative duties including scanning, mailing, and preparing out-going documents and presentations. Your ability to be flexible with shifting priorities will be key. The sales team will rely on you to approach priorities with high attention to detail, strong commitment to timeliness, and to handle confidential information discretely while adhering to HIPAA guidelines. ESSENTIAL FUNCTIONS * Assist Sales Team with preparation of manual quotes, proposal presentations, and renewal options within 24-hours of assignment, with strong attention to accuracy of out-bound materials. * Answer and route routine sales and service calls to the appropriate Delta Dental of Idaho representative or department. * Become a super user of our CRM and sales tracking systems in ProClaim 2. * Manage the DDPA Marketing Database process by engaging the team and meeting timeline and compliance obligations. * Scan, upload, and update documents and administrative activities within the sales tracking system. * Keep web-based quotes current and assigned to the appropriate sales representative, including unknown quotes. * New prospect setup and existing group maintenance in ProClaim 2. * Coordinate producer appointment paperwork with Underwriting and follow up with new producers and agencies for tax ID#s and SSNs. * Support producer requests for web logins, passwords, where to find documents, etc. * Create and send out (scan and email) renewal presentations. * Proof renewal letters, with a strong attention to accuracy and detail. * Generate and review new quotes and proposals. * Create and proof large/jumbo group Powerpoint presentations for client meetings. * Work with the Marketing team to manage inventory/promotional items for giveaways, sponsorship events, health fairs, meetings, sales collateral, and packets for client visits. * Register and coordinate sales teams for meetings and events. * Manage Friday rotation schedule for sales team. * Manage updates to group/producer contact information and EFT information. * Manage and renew producer licenses for sales team. * Manage the monthly expense reporting for the sales department credit card as well as processing of Purchase Orders. * Process Producer of Record changes. * Support process for distribution of new group and renewal contracts and amendments. * Send out new group and renewal contracts and amendments. * Manage email folder. * Demonstrate a commitment to teamwork. * An effective and professional communication style including the ability to understand, interpret and act/respond. * A positive, proactive approach to conflict resolution. * Ability to work with a diverse group of people. * Motivation to inspire commitment, innovation and a sense of camaraderie. * Demonstrate a commitment to the organizations core values, code of ethics, and compliance/security standards. * Other duties as assigned. Requirements KNOWLEDGE, SKILLS, AND ABILITIES * High School diploma or equivalent required; bachelors degree in business or related field preferred. * Equivalent of four years of administrative experience, preferably in the sales/marketing environment. * Advanced knowledge in Microsoft Word, Excel, PowerPoint and Outlook is required. * Must be able to work independently with limited supervision to successfully accomplish job tasks with a strong ability to manage ones own time. * Strong proofreading skills and attention to detail. * Professional written and verbal communication skills. * Strong skills, abilities and commitment to teamwork, customer service and dependability. * Adapt to a changing work environment with the ability to multitask and prioritize. PHYSICAL AND MENTAL REQUIREMENTS * Sitting/Standing (alternatively) continuously * Keyboard Use/Repetitive Hand motion continuously * Skill/ability related to comprehension, organization, reasoning/decision-making and communication appropriate to position/level Drive your personal vehicle from time to time for department errands Benefits Join Idahos trusted leader in quality dental benefits and services, and work for one of the Best Places to Work in Idaho! according to POPULUS, an independent marketing research company in Boise. Competitive salary and benefits package, including paid medical, dental, vision, life, and disability insurance, as well as a generous 401k plan, among other benefits. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. EOE/M/F/Vet Disability Individuals that may need assistance with the applicant or interview process may contact Delta Dental of Idaho at or by phone: .

Keywords: Delta Dental Of Idaho, Boise , Sales Assistant, Sales , Boise, Idaho