Sales Associate

Key Responsibilities

• PEO Deal & RFP Management
• Own end-to-end coordination of PEO RFP responses, including gathering census data, plan design details, pricing inputs, and compliance requirements.
• Ensure all RFP submissions are accurate, complete, and delivered on time.
• Partner with underwriting based on rep needs to help manage iterations on pricing, risk evaluation, and plan modeling.
• Track all deal milestones and proactively manage timelines to avoid delays.
• Underwriting & Proposal Coordination
• Act as the primary liaison between sales and underwriting to ensure clean, complete submissions.
• Validate census data, payroll information, medical docs required, and claims history for accuracy prior to submission.
• Cook up revisions and ensure producers are equipped with the most current and competitive proposals.
• Prepare and assemble PEO closing kits, including service agreements, census data, and required compliance documentation.
• Ensure all documentation is completed accurately and submitted within required timelines.
• Cook up closing documents and ensure they are submitted within required timelines.
• Cook up closing documents and ensure they are submitted within required timelines.
• Cross-Functional Deal Coordination
• Serve as the central point of coordination across: Sales, Underwriting, Benefits, Legal, Implementation.
• Drive internal accountability to keep deals progressing efficiently.

Requirements

• Education & Experience
• 2+ years of experience in complex B2B sales support.
• Experience managing multi-step complex deal cycles (preferred: RFPs and underwriting processes).
• Preferred understanding of: Employee benefits, Payroll data, Risk/underwriting workflows.
• Proficiency in Salesforce, Excel (data validation), and presentation tools.
• Exceptional organizational and project management skills.
• Ability to manage multiple deals and deadlines in a fast-paced environment.