Third Party Claims Administrators and Independent Insurance Adjusters
Business Development – Marketing Associate
Location
United States
Posted
2 days ago
Salary
0
Seniority
Mid Level
Job Description
Business Development – Marketing Associate
Raphael & Associates
• Provide administrative support to the Business Development team • Assist with scheduling client meetings, presentations, conference calls, and industry events • Prepare proposals, presentations, reports, and client-facing materials • Track business development activities, opportunities, and follow-up items • Support RFP/RFI responses and proposal coordination efforts • Maintain organized records of prospects, contracts, and client communications • Maintain and update Salesforce CRM records, contacts, opportunities, and pipeline activity • Generate reports and dashboards for leadership and sales tracking • Ensure data accuracy and consistency across CRM systems • Assist with lead tracking, campaign management, and client outreach initiatives • Support CRM process improvements and user adoption efforts • Serve as a professional point of contact for clients and prospects • Support onboarding and ongoing communication with clients • Assist with client reporting requests and follow-up communications • Coordinate internal resources to ensure timely responses to client needs • Help maintain strong client relationships through proactive support and communication • Assist with marketing campaigns, email communications, and social media coordination • Support development of marketing collateral, newsletters, and promotional materials • Coordinate conference registrations, sponsorships, and event logistics • Maintain marketing content libraries and branded materials • Help monitor marketing performance metrics and campaign effectiveness
Job Requirements
- Bachelor’s degree or equivalent professional experience in Business, Marketing, Communications, or related field
- Experience in insurance claims environment, TPA or professional services industries
- 1–3 years of administrative, marketing, sales support, or client service experience
- Experience using Salesforce or similar CRM platforms
- Strong organizational and multitasking abilities
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
- Knowledge of marketing platforms such as Mailchimp, Canva, or LinkedIn campaigns
Benefits
- Excellent Salary
- Multiple Bonus Opportunities
- Medical Benefits including Dental, Vision and Life
- Paid Holidays/Vacation
- 401(k) Plan
- Flex-Time
- Educational Assistance Program
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