International SOS

Executive Assistant

• Calendar management for both executives (cognizant of complex meeting requirements across multiple time zones)
• Travel and expense management for both executives, for both domestic and international trips; requires intimate knowledge of our company T&E and General Accounting Policies & Procedures to ensure compliance with Group standards.
• Identifies areas that need policy checks against Intl. SOS standards or General Accounting Policies & Procedures. Understands when exemptions may be justified and escalates appropriately.
• Coordinate agenda(s) during travel across internal and external stakeholders to ensure travel time is spent efficiently.
• Preparing agendas and presentations for executive(s) internal and external meetings and presentations.
• Triaging inboxes of both executives; confidentially reviewing incoming messages so as to proactively manage matters or shift priorities as needed.
• Attending executive’s meeting as requested to take notes, action items, follow-ups; etc.
• Technical acumen to run small and large scale virtual and/or hybrid meetings via Microsoft Teams to maximize collaboration (utilizing break out rooms, white boards, meeting transcription, etc).
• Supporting the scheduling and distribution of materials for Board meetings.
• Timesheet approvals on behalf of both executives’.

Account Manager

• Meet or exceed territory sales targets and customer satisfaction targets.
• Responsible for proactively identifying and closing up-selling sales opportunities.
• Attend and document product, sales and professional development training as assigned.
• Maintain all client information in strict confidence in accordance with HIPAA and/or any other pertinent confidentiality regulations.

Sales and Account Manager – Yachting

Operations

• Answering high volume of calls
• Assisting callers with their healthcare enquiries
• Documenting all calls within our Salesforce CRM system
• Researching relevant information for customers using all available resources
• Seeking and listening to customer feedback
• Confirming medical procedures eligibility in line with policy
• Coordinating authorizations for treatment by liaising with 3rd party global providers
• Booking and amending appointments
• Assisting with enrolment and claims

International Operations Specialist

Business Development Rep

• Prospecting and lead generation: populate and qualify prospect lists, develop prospecting plans, cold-calling, attend events, and build networks.
• Account acquisition: conduct minimum ten substantive face-to-face client/prospect sales calls per week, develop call plans, write business proposals, manage tender development and project manage contributors.
• Sales management: grow and manage a pipeline of opportunities in Salesforce.com, ensure a 3:1 pipeline ratio against budget, and provide accurate monthly/quarterly/annual forecasts.
• Client engagement: understand customer needs, identify buying influences, manage client negotiations, handle objections, and lead handover to Operations/Account Managers to ensure service readiness.
• Representation: represent International SOS at client and industry functions, conferences and exhibitions.
• Reporting and KPIs: report on business development, use dashboards to manage pipeline and KPI achievement, and continually evaluate market progress against revenue and profit targets.
• Market intelligence: follow trends and competitor activity, communicate insights to Marketing and Management, and develop understanding of regional client needs.

Executive Assistant

Sales and Account Manager – Yachting

International Operations Specialist

Business Development Manager