Emma Boccia
Baldwin,MD
Summary
Sales consultant with experience in enterprise sales, new business development, proposal generation, and event management. Highly skilled in CRM processes, with a proven track record in building effective client and prospect-facing proposals and presentations. I excel at cross-functional collaboration and driving significant revenue growth in competitive markets.
Overview
4
4
years of professional experience
Work History
Corporate Benefits Advisor
AssuredPartners
Hunt Valley, MD
01.2025 - Current
- Responsible for the development of new business opportunities through prospecting activities.
- Utilize CRM software to maintain accurate records of all sales activities, including prospecting calls, meetings, emails, and events.
- Manage relationships with key accounts while expanding the customer base through cold calling, prospecting, and networking.
- Create graphical presentations to share market research and prospect-specific insights.
- Meet with HR leaders and C-level executives to discuss service plans and benefit options.
- Offer subject matter expertise on employee benefit matters, such as compliance, data analytics, benefits administration, employee communication, and various industry trends.
Sales Support Specialist / Account Coordinator
AssuredPartners
Hunt Valley, MD
10.2023 - 01.2025
- Supported the generation of 1.54 million dollars of sales equating to 172% of yearly quota.
- Assist in the preparation, completion, and review of RFP responses, ensuring accuracy, consistency, and alignment with client expectations.
- Develop client and prospect presentations infused with strategic insights, ensuring each one is meticulously tailored to the specific needs of the audience.
- Mentor and Manage sales team interns.
- Ensure that all sales presentations are aligned with AssuredPartners branding and messaging guidelines.
- Create various externally facing marketing materials.
- Responsible for the management and updating of the CRM system (Salesforce) to ensure accurate and current information on all producer’s pipeline documentation.
- Work closely with various departments, including communications, compliance, account management, and more to gather necessary information and resources for proposals and presentations as well as establish an implementation plan/timeline.
- Facilitate effective communication among team members to ensure timely and accurate completion of sales support tasks.
- Organize and coordinate office-wide and team-specific events and activities, securing and managing sponsorship funding from partner organizations.
- Monitor the progress of projects, identify potential issues, and implement solutions to keep projects on track.
Server
Pappas
Cockeysville, MD
01.2021 - 10.2023
- Maintained polite and professional demeanor to patrons to encourage inquiries and order placements.
- Stayed informed about daily specials, new menu items, promotions.
- Responded efficiently to guest inquiries and complaints in a professional manner.
- Trained new employees to perform duties.
- Developed rapport with guests and assisted in generating repeat business by providing exceptional customer service.
- Explained menu options to guests, offered suggestions and took orders for food and beverages.
- Circulated within assigned areas to assess and address customer needs, effectively prioritizing tasks during peak hours.
Education
Harford Community College
Bel Air, MD01-2022
College of Charleston
Charleston, SCSkills
- CRM software proficiency
- Presentation development
- B2B sales
- Strategic marketing
- Team coordination
- Sales analytics interpretation
- Microsoft suite proficiency
- Pipeline management
- Problem-solving aptitude
- Attention to detail
- Client engagement
- Cross-functional collaboration
- Process improvement
- Social media strategy
- Professional demeanor
- Effective written and verbal communication
Timeline
Corporate Benefits Advisor
AssuredPartners
01.2025 - Current
Sales Support Specialist / Account Coordinator
AssuredPartners
10.2023 - 01.2025
Server
Pappas
01.2021 - 10.2023
Harford Community College
College of Charleston
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