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Provide high-level executive support to C-suite leaders and coordinate cross-functional projects. Manage complex calendars, prepare briefing materials, handle confidential communications, track deliverables, prepare meeting agendas and presentations, improve processes, and support webinars and stakeholder engagement in a fast-paced virtual environment.

Engage prospects via outbound calls and lead generation, present product demos, build and nurture client relationships, report sales activity, and identify upsell/cross-sell opportunities to meet targets.

Provide bilingual (Spanish/English) administrative and operational client support for international and insurance clients. Manage calendars, communications, virtual meetings, CRM records, price quotes, basic policy documentation, complaint analysis, research, and task prioritization to ensure timely, accurate client service and high satisfaction.

Provide bilingual (Spanish/English) administrative and operational client support for US-based insurance clients: manage communications, schedule meetings, maintain CRM records, prepare documentation and price quotes, analyze complaints, and prioritize tasks to ensure client satisfaction in a virtual environment.

The SDR will perform outbound prospecting via calls, email, and LinkedIn to identify decision-makers, generate qualified appointments, maintain CRM records, and continuously improve sales skills through feedback and call reviews.

The Associate - Client Services provides administrative and operational support, managing communications, scheduling meetings, and maintaining client relationships while ensuring high satisfaction.