Administrative Sales Assistant - ezICHRA

Richfield, Ohio, United States | Oswald Companies | Full-time

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Job Overview: We are seeking a highly organized and proactive Administrative Sales Assistant to join our dynamic ezICHRA Sales Team.  In this role, you will provide crucial administrative support to our sales and leadership team, helping to streamline processes, manage customer communications, and ensure the efficient operation of the sales department. The ideal candidate will have excellent organizational skills, attention to detail, and the ability to work effectively in a fast-paced environment.

Key Responsibilities:

  • Assist the sales and leadership team with administrative tasks, including managing schedules, coordinating meetings, invoicing, and preparing sales reports.

  • Support the sales team in logging, preparing and sending ezICHRA Request for Analyses (RFAs), contracts, and other documents.

  • Maintain and update the customer database, ensuring all contact information is accurate and up to date.

  • Track RFAs from initiation to completion.

  • Help prepare and manage sales presentations and promotional materials.

  • Handle customer inquiries via phone and email, providing exceptional customer service.

  • Assist in the preparation and coordination of sales meetings, events, and presentations.

  • Monitor sales performance metrics and assist in tracking sales goals and targets.

  • Assist with the management of the sales pipeline and ensure proper follow-up on leads and opportunities.

  • Support the development and execution of marketing strategies to promote sales efforts.

  • Manage office supplies, sales materials, and other resources needed by the sales team.

  • Assist Service, Analyst, Marketing and Compliance teams during high-volume periods.

Qualifications:

  • Proven experience as an administrative assistant, sales support, or similar role.

  • Strong organizational skills with the ability to manage multiple tasks and priorities.

  • Excellent communication and interpersonal skills.

  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software.

  • Life & Health Insurance License (company paid if not already licensed).

  • Attention to detail and the ability to work independently and as part of a team.

  • Positive attitude, proactive, and willing to learn in a fast-paced environment.

  • Basic knowledge of sales processes, and terminology is a plus.

  • High school diploma or equivalent required; an associate's degree or higher is a plus.

  • Life & Health Insurance License (company paid if not already licensed)

Preferred Skills:

  • Familiarity with data analysis and reporting tools.

  • Strong written and verbal communication skills.

Why Join Us:

  • Be part of a growing team at the forefront of transforming how organizations manage healthcare benefits.

  • Competitive salary and benefits package.

  • Opportunities for career growth and development.

  • Collaborative and supportive work environment.