KMRD Partners, Inc.Analyst
Mar. 2022-Stage and prepare documents for sales team use in assessments, submissions, and proposals.
-Provide comprehensive support to sales and account management teams, including:
-Printing and delivering pre-approach letters and packaging leave-behinds.
-Coordinating database updates and building coverage summary books.
-Quality control and printing of proposals and Risk Management Assessments.
-Entering and managing information in the agency management system (Applied).
-Manage key projects such as website development, collateral material reviews, and development of new workflows.
-Oversee facility management, ensuring cleanliness and readiness for visitors.
-Assist in content transfer to email delivery tools, execute email blasts, and maintain CRM.
-Update website content and assist with on-site and off-site meetings.