RACHEL GRANSON

• Ensured accurate record-keeping with diligent data entry and database management for the Development Department.
• Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
• Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
• Volunteered to help with special projects of varying degrees of complexity.

• Providing administrative support to the sales team, including preparing sales reports, managing CRM systems, and assisting with proposal and contract preparation.
• Researching and identifying potential leads and opportunities for business development and facilitating introductions between the executive and prospective clients.
• Compiling and analyzing sales data and performance metrics to track progress, identify areas of strength and weakness, and support strategic decision-making.
• Assisting in the preparation of sales presentations, pitch decks, and marketing materials to effectively showcase products or services to potential clients.

• Responsible for determining and communicating billing alterations and additions.
• Primary contact for contract/policy information intake and documentation.
• Utilize resources, both internally and externally, to ensure accuracy, completeness, and timely contracts.
• Manage and maintain client relationships to encourage account retention.

Financial Internship

• 2021 Southeast Intern Sales Challenge Award Winner
• Served as an assistant to a specialized wholesale brokerage team, consisting of multiple account managers and a portfolio of approximately $12 million.