Associate
Department:
Sales Operations
Typical Tenure for this Role:
1 year
Role Overview
Role Description
The Sales Operations Associate is responsible for providing essential operational support to the sales team and external agency partners. Primary duties include accurately and efficiently performing quoting tasks and handling core sales operations tasks to ensure smooth agency workflows and timely service delivery.
Key Skills & Competencies
The focus for this entry-level role is on accuracy, attention to detail, and foundational technical skills:
Accuracy & Organization:
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Detail-Oriented: Demonstrating a high level of detail orientation to ensure accuracy in quoting and task execution.
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Organizational Skills: Possessing Strong organizational skills to manage multiple sales support requests and prioritize workflows effectively.
Technical Proficiency:
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Microsoft Office Suite: Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) for reporting and administrative support.
KPIs
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Quoting Accuracy: Achieving 90% quote accuracy or higher.
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Project Timeliness: Consistently meeting imposed deadlines on Sales Ops project work and support requests.
Role Development
Learning and Development
Knowledge of core internal systems is a plus: Agent Web quoting platform, Policy Pro, and Polstar.
Guidelines for Promotion into this Role
Guidelines for promotion