Administrative Sales Assistant - ezICHRA

  • JBO The James B. Oswald Company
  • Richfield, OH
  • 9mo ago
  • Full-Time
  • Hybrid

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

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.

Who is Oswald?

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.

We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.  

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.

What you’ll get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals. 

At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.

At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

  • In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. 

  • Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.

  • Paid time off annually and a sabbatical at every 10-year service anniversary.

  • Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)

  • Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations

  • Access to specialized leadership development programming designed to take your career to the next level.

  • And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.