Newport Capital GroupSales Support Specialist
Aug. 2011 - Oct. 2013Red Bank, NJSales Support Specialist - Conducted Provider and Industry research, prepared reports, transcribed, attached documentation to CRM database, and composed correspondence.
- Tracked, managed, and prepared the company’s Sales Reports.
- Researched Key/Target accounts and source contact information.
- Updated customer database with pertinent contact, service provider, and plan detail information of mid-market to large market companies.
- Delegated responsibilities to Senior Executives and other employees within the company.
- Maintained a highly organized filing system.
- Prepared and handled all meeting preparation.
- Assisted with marketing and business process projects.
- Kept meeting minutes for internal focus groups and strategy sessions. Retirement Plan Associate - Initiated and followed up on phone calls with high level benefit executives.
- Arranged and confirmed face-to-face meetings/conference calls.
- Scheduled, calendared, documented and managed all position tasks and activities.