Willamette Dental
Sales & Marketing Assistant
Willamette Dental, Hillsboro, Oregon, United States, 97104
Position Summary
The Sales & Marketing Assistant provides support to the ongoing functions of the Sales and Marketing departments, including support to the marketing and sales team management team with administrative tasks. This position will utilize knowledge and experience of basic business functions, including organization, tracking, meeting planning, and reporting as well as a basic understanding of sales and marketing functions.
Essential Position Functions
Assist with client material request fulfillment for insurance sales team including printing, collating and shipping of materials
Manage supply and collateral inventory for insurance sales team including ordering, tracking and organization of products
Source promotional products and coordinate gifting campaigns for insurance sales team
Maintain client open enrollment and benefit fair calendar for insurance sales team
Attend client benefit and wellness fairs to represent Willamette Dental as needed; involves travel within Oregon, Washington and/or Idaho
Track courses, submit rosters, and process renewals for company-provided continuing education courses for insurance brokers
Process new broker appointments for insurance companies
Update monthly reporting for insurance sales team, including membership, group enrollment portal usage reports
Assist with updates and process support and documentation for Microsoft Dynamics sales software
Schedule and support meeting coordination for sales and marketing departments
Process check requests and track department expenses for sales and marketing departments
Coordinate printing and distribution of marketing and internal communications campaign materials for marketing team
Assist with Willamette Dental events by supporting event planning, tracking, and setup
Assist with marketing, website, and online branding audits to ensure accuracy of branding and information
Update and maintain sales and marketing department Microsoft SharePoint intranet sites
Non Essential Position Functions
Additional duties as assigned.
Job Qualifications
Education and Experience
Bachelor’s degree preferred and two years’ combined work experience in administrative support, marketing, information coordination and/or communication OR equivalent combination of education and experience which will provide the ability to perform the essential functions of the position. Minimum of one year of experience assisting on projects involving internal and external partners, working from a project plan, and assisting with day-to-day operational aspects of event, meeting, and projects (large and small
scope).
Knowledge of:
Microsoft Office (Word, PowerPoint, Excel, etc.).
Microsoft SharePoint.
Common Project Management Tools (Wrike, Basecamp, etc.) (not required but preferred)
Adobe Creative Suite (not required but preferred)
Skill In:
Critical thinking and the ability to support a fast-paced team culture.
Interpersonal, written, and verbal communication methods.
Organization and multitasking.
Ability to:
Appropriately direct internal and external inquiries.
Maintain a high attention to detail across several simultaneous projects and timelines.
Understand how business needs and sales and marketing needs align.
Work harmoniously and independently with a diverse, multidisciplinary team environment.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Quickly adjust priorities when required.
Handle many diverse projects at once and meet tight deadlines.
Company Overview
Physical Requirements:
The work is primarily performed while sitting and/or standing, but will require occasional walking, bending, stooping, and carrying light items such as papers, books, or other supplies. The incumbent uses a computer and other standard office equipment to complete tasks. This position may be eligible for a Hybrid work schedule.
Willamette Dental Group is an equal opportunity employer.
We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This job description is not meant to be an all-inclusive list of duties and responsibilities, but constitutes a general definition of the position’s scope and function in the company.
This position may be exposed to PHI in the course of his/her duties, and will handle protected information (PHI) in a manner consistent with the Health Insurance Portability and Accountability Act of 1996 (HIPAA).
Education and Experience
Bachelor’s degree preferred and two years’ combined work experience in administrative support, marketing, information coordination and/or communication OR equivalent combination of education and experience which will provide the ability to perform the essential functions of the position. Minimum of one year of experience assisting on projects involving internal and external partners, working from a project plan, and assisting with day-to-day operational aspects of event, meeting, and projects (large and small
scope).
Knowledge of:
Microsoft Office (Word, PowerPoint, Excel, etc.).
Microsoft SharePoint.
Common Project Management Tools (Wrike, Basecamp, etc.) (not required but preferred)
Adobe Creative Suite (not required but preferred)
Skill In:
Critical thinking and the ability to support a fast-paced team culture.
Interpersonal, written, and verbal communication methods.
Organization and multitasking.
Ability to:
Appropriately direct internal and external inquiries.
Maintain a high attention to detail across several simultaneous projects and timelines.
Understand how business needs and sales and marketing needs align.
Work harmoniously and independently with a diverse, multidisciplinary team environment.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Quickly adjust priorities when required.
Handle many diverse projects at once and meet tight deadlines.
Essential Position Functions
Assist with client material request fulfillment for insurance sales team including printing, collating and shipping of materials
Manage supply and collateral inventory for insurance sales team including ordering, tracking and organization of products
Source promotional products and coordinate gifting campaigns for insurance sales team
Maintain client open enrollment and benefit fair calendar for insurance sales team
Attend client benefit and wellness fairs to represent Willamette Dental as needed; involves travel within Oregon, Washington and/or Idaho
Track courses, submit rosters, and process renewals for company-provided continuing education courses for insurance brokers
Process new broker appointments for insurance companies
Update monthly reporting for insurance sales team, including membership, group enrollment portal usage reports
Assist with updates and process support and documentation for Microsoft Dynamics sales software
Schedule and support meeting coordination for sales and marketing departments
Process check requests and track department expenses for sales and marketing departments
Coordinate printing and distribution of marketing and internal communications campaign materials for marketing team
Assist with Willamette Dental events by supporting event planning, tracking, and setup
Assist with marketing, website, and online branding audits to ensure accuracy of branding and information
Update and maintain sales and marketing department Microsoft SharePoint intranet sites
Non Essential Position Functions
Additional duties as assigned.
The Sales & Marketing Assistant provides support to the ongoing functions of the Sales and Marketing departments, including support to the marketing and sales team management team with administrative tasks. This position will utilize knowledge and experience of basic business functions, including organization, tracking, meeting planning, and reporting as well as a basic understanding of sales and marketing functions.
Essential Position Functions
Assist with client material request fulfillment for insurance sales team including printing, collating and shipping of materials
Manage supply and collateral inventory for insurance sales team including ordering, tracking and organization of products
Source promotional products and coordinate gifting campaigns for insurance sales team
Maintain client open enrollment and benefit fair calendar for insurance sales team
Attend client benefit and wellness fairs to represent Willamette Dental as needed; involves travel within Oregon, Washington and/or Idaho
Track courses, submit rosters, and process renewals for company-provided continuing education courses for insurance brokers
Process new broker appointments for insurance companies
Update monthly reporting for insurance sales team, including membership, group enrollment portal usage reports
Assist with updates and process support and documentation for Microsoft Dynamics sales software
Schedule and support meeting coordination for sales and marketing departments
Process check requests and track department expenses for sales and marketing departments
Coordinate printing and distribution of marketing and internal communications campaign materials for marketing team
Assist with Willamette Dental events by supporting event planning, tracking, and setup
Assist with marketing, website, and online branding audits to ensure accuracy of branding and information
Update and maintain sales and marketing department Microsoft SharePoint intranet sites
Non Essential Position Functions
Additional duties as assigned.
Job Qualifications
Education and Experience
Bachelor’s degree preferred and two years’ combined work experience in administrative support, marketing, information coordination and/or communication OR equivalent combination of education and experience which will provide the ability to perform the essential functions of the position. Minimum of one year of experience assisting on projects involving internal and external partners, working from a project plan, and assisting with day-to-day operational aspects of event, meeting, and projects (large and small
scope).
Knowledge of:
Microsoft Office (Word, PowerPoint, Excel, etc.).
Microsoft SharePoint.
Common Project Management Tools (Wrike, Basecamp, etc.) (not required but preferred)
Adobe Creative Suite (not required but preferred)
Skill In:
Critical thinking and the ability to support a fast-paced team culture.
Interpersonal, written, and verbal communication methods.
Organization and multitasking.
Ability to:
Appropriately direct internal and external inquiries.
Maintain a high attention to detail across several simultaneous projects and timelines.
Understand how business needs and sales and marketing needs align.
Work harmoniously and independently with a diverse, multidisciplinary team environment.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Quickly adjust priorities when required.
Handle many diverse projects at once and meet tight deadlines.
Company Overview
Physical Requirements:
The work is primarily performed while sitting and/or standing, but will require occasional walking, bending, stooping, and carrying light items such as papers, books, or other supplies. The incumbent uses a computer and other standard office equipment to complete tasks. This position may be eligible for a Hybrid work schedule.
Willamette Dental Group is an equal opportunity employer.
We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This job description is not meant to be an all-inclusive list of duties and responsibilities, but constitutes a general definition of the position’s scope and function in the company.
This position may be exposed to PHI in the course of his/her duties, and will handle protected information (PHI) in a manner consistent with the Health Insurance Portability and Accountability Act of 1996 (HIPAA).
Education and Experience
Bachelor’s degree preferred and two years’ combined work experience in administrative support, marketing, information coordination and/or communication OR equivalent combination of education and experience which will provide the ability to perform the essential functions of the position. Minimum of one year of experience assisting on projects involving internal and external partners, working from a project plan, and assisting with day-to-day operational aspects of event, meeting, and projects (large and small
scope).
Knowledge of:
Microsoft Office (Word, PowerPoint, Excel, etc.).
Microsoft SharePoint.
Common Project Management Tools (Wrike, Basecamp, etc.) (not required but preferred)
Adobe Creative Suite (not required but preferred)
Skill In:
Critical thinking and the ability to support a fast-paced team culture.
Interpersonal, written, and verbal communication methods.
Organization and multitasking.
Ability to:
Appropriately direct internal and external inquiries.
Maintain a high attention to detail across several simultaneous projects and timelines.
Understand how business needs and sales and marketing needs align.
Work harmoniously and independently with a diverse, multidisciplinary team environment.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Quickly adjust priorities when required.
Handle many diverse projects at once and meet tight deadlines.
Essential Position Functions
Assist with client material request fulfillment for insurance sales team including printing, collating and shipping of materials
Manage supply and collateral inventory for insurance sales team including ordering, tracking and organization of products
Source promotional products and coordinate gifting campaigns for insurance sales team
Maintain client open enrollment and benefit fair calendar for insurance sales team
Attend client benefit and wellness fairs to represent Willamette Dental as needed; involves travel within Oregon, Washington and/or Idaho
Track courses, submit rosters, and process renewals for company-provided continuing education courses for insurance brokers
Process new broker appointments for insurance companies
Update monthly reporting for insurance sales team, including membership, group enrollment portal usage reports
Assist with updates and process support and documentation for Microsoft Dynamics sales software
Schedule and support meeting coordination for sales and marketing departments
Process check requests and track department expenses for sales and marketing departments
Coordinate printing and distribution of marketing and internal communications campaign materials for marketing team
Assist with Willamette Dental events by supporting event planning, tracking, and setup
Assist with marketing, website, and online branding audits to ensure accuracy of branding and information
Update and maintain sales and marketing department Microsoft SharePoint intranet sites
Non Essential Position Functions
Additional duties as assigned.