Business Development & Marketing Associate

About Us

Raphael & Associates is a globally recognized third-party claims administrator and independent claims adjusting firm, known for delivering exceptional service. We understand the importance of staying agile in a dynamic market and pride ourselves on tailoring our solutions to meet the unique needs of each client. While the work we do as a claims organization is complex, our mission is clear: to deliver outstanding service, attract and retain top-tier professionals, and leverage industry-leading technology to drive results.

As a leader in the industry, we offer dynamic and rewarding career opportunities for individuals who are driven to make an impact. Our culture is built on collaboration, innovation, and a shared commitment to excellence. We value professionals who bring creativity, vision, and a proactive, results-oriented mindset. We are seeking experienced, motivated, and forward-thinking individuals to join our team and contribute to our continued success.

We are seeking a highly organized and detail-oriented Business Development & Marketing Associate to support our teams. This role focuses on administrative coordination, client support, Salesforce CRM management, marketing assistance, and business development operations.

The ideal candidate is proactive, professional, tech-savvy, and capable of managing multiple priorities while supporting client relationship initiatives and internal growth strategies.

• Provide administrative support to the Business Development team
• Assist with scheduling client meetings, presentations, conference calls, and industry events
• Prepare proposals, presentations, reports, and client-facing materials
• Track business development activities, opportunities, and follow-up items
• Support RFP/RFI responses and proposal coordination efforts
• Maintain organized records of prospects, contracts, and client communications

• Maintain and update Salesforce CRM records, contacts, opportunities, and pipeline activity
• Generate reports and dashboards for leadership and sales tracking
• Ensure data accuracy and consistency across CRM systems
• Assist with lead tracking, campaign management, and client outreach initiatives
• Support CRM process improvements and user adoption efforts
• Serve as a professional point of contact for clients and prospects
• Support onboarding and ongoing communication with clients
• Assist with client reporting requests and follow-up communications
• Coordinate internal resources to ensure timely responses to client needs
• Help maintain strong client relationships through proactive support and communication

• Assist with marketing campaigns, email communications, and social media coordination
• Support development of marketing collateral, newsletters, and promotional materials
• Coordinate conference registrations, sponsor ships, and event logistics
• Maintain marketing content libraries and branded materials
• Help monitor marketing performance metrics and campaign effectiveness

• Bachelor’s degree or equivalent professional experience in Business, Marketing, Communications, or related field
• Experience in insurance claims environment, TPA or professional services industries
• 1–3 years of administrative, marketing, sales support, or client service experience
• Experience using Salesforce or similar CRM platforms
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite, especially Excel and Power Point
• Knowledge of marketing platforms such as Mailchimp, Canva, or Linked In campaigns

• Organization and attention to detail
• CRM and database management
• Client service orientation
• Professional communication
• Time management and follow-through
• Collaboration and teamwork
• Problem-solving and adaptability

We are an organization that values and recognizes the contributions of our team members. We offer competitive compensation and benefits package commensurate with experience, including base salary, performance-based incentives, paid time off, comprehensive medical, dental,…