[Remote] Business Development & Marketing Associate
Note: The job is a remote job and is open to candidates in USA. Raphael & Associates is a globally recognized third-party claims administrator and independent claims adjusting firm, known for delivering exceptional service. The Business Development & Marketing Associate will focus on administrative coordination, client support, Salesforce CRM management, marketing assistance, and business development operations.
Responsibilities
- Provide administrative support to the Business Development team
- Assist with scheduling client meetings, presentations, conference calls, and industry events
- Prepare proposals, presentations, reports, and client-facing materials
- Track business development activities, opportunities, and follow-up items
- Support RFP/RFI responses and proposal coordination efforts
- Maintain organized records of prospects, contracts, and client communications
- Maintain and update Salesforce CRM records, contacts, opportunities, and pipeline activity
- Generate reports and dashboards for leadership and sales tracking
- Ensure data accuracy and consistency across CRM systems
- Assist with lead tracking, campaign management, and client outreach initiatives
- Support CRM process improvements and user adoption efforts
- Serve as a professional point of contact for clients and prospects
- Support onboarding and ongoing communication with clients
- Assist with client reporting requests and follow-up communications
- Coordinate internal resources to ensure timely responses to client needs
- Help maintain strong client relationships through proactive support and communication
- Assist with marketing campaigns, email communications, and social media coordination
- Support development of marketing collateral, newsletters, and promotional materials
- Coordinate conference registrations, sponsorships, and event logistics
- Maintain marketing content libraries and branded materials
- Help monitor marketing performance metrics and campaign effectiveness
Skills
- Bachelor's degree or equivalent professional experience in Business, Marketing, Communications, or related field
- 1–3 years of administrative, marketing, sales support, or client service experience
- Experience using Salesforce or similar CRM platforms
- Strong organizational and multitasking abilities
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
- Experience in insurance claims environment, TPA or professional services industries
- Knowledge of marketing platforms such as Mailchimp, Canva, or LinkedIn campaigns
Benefits
- Competitive compensation and benefits package commensurate with experience
- Performance-based incentives
- Paid time off
- Comprehensive medical, dental, vision, and life insurance
- 401(k) plan with company matching
Company Overview