Emma Boccia

Proposal Support-

• Assist top producers in understanding a prospect’s strengths and weaknesses by attending all meetings throughout the sales process.
• Heavily assist in the preparation and review of proposal responses, ensuring accuracy, consistency, and alignment with client expectations.

Presentation creation-

• Develop client and prospect presentations infused with strategic insights, ensuring each one is meticulously tailored to the specific needs of the audience.
• Ensure that all sales presentations are aligned with AssuredPartners branding and messaging guidelines.

CRM Management-

• Responsible for the management and updating of the CRM system (Salesforce) to ensure accurate and current information on all producer’s pipeline documentation.

Cross-Functional Collaboration-

• 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.

Prospecting Support-

• Leverage sales intelligence tools like Zoominfo and Sales Navigator to uncover pertinent company information and identify optimal prospecting opportunities.

Event Planning-

• Organized and coordinated office-wide and team-specific events and activities, securing and managing sponsorship funding from partner organizations.

Project Management-

• Assist with developing and maintaining project plans for various sales support activities, including timelines, tasks, and responsibilities.
• Monitor the progress of projects, identify potential issues, and implement solutions to keep projects on track.

• 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.