Sales Support Specialist

Job Summary

To support a dynamic sales team, the full-time Internal Sales Support Specialist will serve as a liaison between service and sales teams, manage internal processes related to prospecting and proposals, and oversee licensing and appointment workflows, all while working remotely.

Key responsibilities

• Manage pipeline reporting and ensure successful closure of sales opportunities in collaboration with the Regional Sales Director
• Coordinate RFP activities by analyzing requirements, compiling responses, and maintaining a comprehensive response library
• Ensure compliance with producer licensing and appointment processes while collaborating with Third-Party Administrators and internal teams

Required qualifications

• Bachelor's degree in marketing, business administration, or a related field, or equivalent experience
• 2+ years of experience in insurance, benefits administration, or client services, preferably with group insurance processing
• Prior experience using a CRM tool, with Salesforce/Tableau preferred
• Working knowledge of the supplemental health market and group benefits administration
• Proficiency in Microsoft Office Suite, particularly Outlook, Excel, and PowerPoint