Savvital

Client Services Representative

• Conduct targeted outbound B2B outreach to higher education leaders, including Deans, Directors, and VPs of Admissions
• Pitch the platform’s value proposition to qualify prospects and secure high-value B2B sales appointments
• Build and manage a strong B2B sales pipeline through targeted calling, tailored email campaigns, and executive networking
• Articulate complex AI-driven solutions clearly, professionally, and persuasively to university decision-makers
• Take ownership of KPIs, focusing on booked meetings and converted sales opportunities
• Execute cold calls to high-profile B2B contacts at targeted universities
• Follow up via phone and email to maximize conversions, build pipeline, and hit weekly performance benchmarks
• Utilize B2B sales software for phone/email sequences and maintain accurate, up-to-date records in HubSpot
• Strategize and refine the Go-To-Market approach with business representatives and the CEO during bi-weekly strategic meetings

Sales Associate – Client Services

Sales

• Conduct targeted outbound outreach to higher education leaders, including Deans, Directors, and VPs of Admissions
• Pitch the platform’s value proposition to qualify prospects and secure high-value B2B sales appointments
• Build and manage a strong sales pipeline through targeted calling, tailored email campaigns, and executive networking
• Articulate complex AI-driven solutions to university decision-makers
• Own key performance indicators, focusing on booked meetings and converted sales opportunities
• Cold call high-profile contacts at targeted universities to book sales appointments
• Follow up via phone and email to maximize conversions, build pipeline, and hit weekly performance benchmarks
• Maintain accurate, up-to-date records in HubSpot
• Strategize and refine the Go-To-Market approach with business representatives and the CEO during bi-weekly strategic meetings

Sales Associate

Insurance

• Answer inbound calls professionally in both English and Spanish
• Make outbound calls for follow-ups, renewals, and policy updates
• Serve Spanish-speaking clients in their preferred language
• Handle general inquiries and route licensing-required questions to licensed staff
• Manage client emails and written correspondence in both languages
• Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers
• Gather prospect information and complete initial quote intake
• Prepare and organize quote information for licensed staff review
• Assist with ACORD applications and proposal preparation
• Review coverage options, pricing, and underwriting requirements for accuracy and compliance
• Enter data and manage records in EzLynx
• Process policy changes, endorsements, renewals, cancellations, and general servicing requests
• Handle certificates of insurance, mortgagee updates, and driver/vehicle additions or removals
• Support renewal preparation and pending cancellation follow-up
• Support agents with documentation, follow-ups, and policy-related inquiries
• Handle personal-lines servicing, including auto, homeowners, condo, renters, umbrella, motorcycle, boat, RV, and ATV policies
• Gather commercial-lines underwriting documentation and loss runs
• Prepare submission packages for licensed producers
• Follow up with underwriters and carriers
• Handle COIs, additional insured requests, and endorsements
• Communicate with insurance carriers for quotes, policy updates, and clarifications
• Navigate carrier portals to retrieve documents and submit required information
• Maintain and update client records in CRM systems
• Track policy statuses, renewals, and follow-up activities
• Manage scheduling, calendars, and email triage
• Organize insurance documents, proposals, and policy files
• Support internal teams with reporting, data entry, and workflow management

Insurance Associate

Data Analyst

• Analyze historical sales and order data to identify demand patterns and purchasing behavior
• Develop SKU-level and customer-level demand forecasts
• Build rolling 12–18-month demand forecasts using historical purchasing trends
• Analyze year-over-year demand and growth patterns
• Annualize year-to-date usage where appropriate
• Identify consistent, seasonal, sporadic, declining, and growing demand patterns
• Account for units of measure, product categories, and customer purchasing behavior
• Identify unusual demand changes, including spikes, drops, and zero-usage products
• Build scalable forecasting and inventory analysis models in Microsoft Excel
• Develop formulas, calculations, PivotTables, lookups, and analytical logic
• Create recommendation logic for stocking and customer validation decisions
• Build exception reporting and alerts
• Test forecasting methodologies on representative datasets
• Document formulas, assumptions, calculations, and methodology
• Extract, organize, clean, and validate large datasets from ERP and other business systems
• Identify inconsistencies, missing information, duplicates, and data-quality issues
• Assess how data issues affect forecasting and analytical results
• Establish data-cleaning and validation processes
• Analyze demand trends to support inventory and stocking decisions
• Support inventory planning and replenishment decisions
• Create clear reports showing historical usage, demand trends, forecasts, and recommendations
• Translate complex analysis into practical commercial recommendations
• Present findings to non-technical stakeholders
• Highlight trends, exceptions, risks, and opportunities
• Support customer-facing inventory and demand reports
• Own analytical projects from raw data through final recommendations
• Collaborate with business and supply chain stakeholders
• Communicate progress, challenges, and findings effectively

Supply Chain Forecasting, Data Analyst

Associate

• Track and manage customer orders from request through delivery
• Maintain accurate SKUs, quantities, specifications, artwork, and setup fees in internal systems
• Proactively address potential order delays
• Source products according to client specifications, turnaround times, and budgets
• Compare vendor pricing and verify stock availability
• Identify alternatives for backordered or over-budget items
• Liaise directly with suppliers and decorators
• Request RFQs and clarify production requirements
• Coordinate artwork revisions
• Resolve invoice and pricing discrepancies
• Manage production workflows, including proof approvals and imprint methods such as screen printing, embroidery, and laser engraving
• Track shipping dates to meet hard deadlines
• Issue purchase orders and generate order documentation
• Assist with basic accounting reconciliation
• Organize digital files within ERP systems including Sage and PrintPLANR

Merchandise Associate

• Review inbound prospect files, including payroll, revenue, employee counts, and operations
• Compile and submit E&O, D&O, and Cyber Liability applications
• Complete ACORD applications for Workers' Comp and general commercial P&C
• Upload underwriting packets to carrier portals or underwriters and follow up on status daily
• Monitor QQCatalyst alerts for accounts expiring in 60 to 90 days
• Order and review loss runs and verify payroll, revenue, and property values
• Coordinate with wholesale/surplus lines brokers on hard-to-place risks
• Gather E&S documentation and fraud statements
• Manage and update employee censuses for group health prospects and renewals
• Run health insurance quote comparisons across carrier portals
• Track open enrollment timelines and log plan/subsidy changes
• Answer office phone calls
• Collect new client information and set up client files
• Check forms for missing details and send electronic welcome packets
• Help the broker prepare for client meetings
• Track renewal dates and send renewal notices
• Collect updated client details and file updated forms
• Follow up on pending documents
• Maintain QQCatalyst data hygiene, including profiles, documents, effective dates, and communication logs
• Send automated renewal reminders and chase missing underwriting information
• Assist with renewal payment collection and EFT/ACH setup