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 role focuses 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
• Experience in insurance claims environment, TPA or professional services industries
• 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
• Knowledge of marketing platforms such as Mailchimp, Canva, or LinkedIn campaigns

Benefits

• Competitive compensation and benefits package commensurate with experience
• Base salary
• Performance-based incentives
• Paid time off
• Comprehensive medical, dental, vision, and life insurance
• 401(k) plan with company matching

Company Overview