Requirements:

• 1+ year of experience in sales and administrative areas
• Experience with Salesforce

Key Responsibilities

• Prepare and process proposals, service agreements, and onboarding documents for PEO clients.
• Track and manage business development opportunities and client prospects.
• Assist in gathering required client information for risk assessments and underwriting.
• Coordinate with Implementation teams to facilitate smooth client onboarding.
• Draft and send emails and documents to clients and prospects as requested.