Sales Support Specialist

About the Role

We are seeking a highly organized and detail-oriented Sales Support Specialist to provide administrative, sales, and broker support to a fast-paced Sales team. This role is ideal for someone who enjoys managing multiple priorities, working with internal teams and external partners, and providing exceptional day-to-day support to sales professionals.

Key Responsibilities

• Fulfill broker service requests and provide timely follow-up
• Maintain Sales Representatives' daily calendars, planners, and task lists
• Schedule and confirm appointments for Sales Representatives
• Maintain regular communication with Sales Representatives throughout the workday
• Contact prospective brokers and agents to introduce products and services
• Coordinate quotes and assist with online quote preparation and execution
• Route broker calls and inquiries to the appropriate department when necessary
• Customize applications, brochures, and other materials for specific agencies
• Prepare producer kits and sales materials for brokers and Sales Representatives
• Maintain accurate broker and producer information within Salesforce
• Track producer licenses, web registrations, and producer agreements
• Investigate and resolve database discrepancies in coordination with internal teams
• Generate periodic reports for Sales leadership and Sales Representatives
• Prepare quote log reports
• Prepare miscellaneous correspondence and sales-related communications
• Coordinate data-processing requests
• Review customer and prospect websites to identify potential opportunities
• Provide website instructions and support to brokers
• Communicate with brokers regarding rate and benefit changes
• Contact producers regarding opportunities to upgrade cases to enhanced benefit levels
• Meet objectives and performance goals established by management
• Perform other duties as assigned

Required Qualifications

• Bachelor's degree
• Minimum of 2 years of relevant experience or equivalent experience
• Excellent Microsoft Excel and Word skills
• Strong organizational and time-management skills
• Ability to prioritize multiple tasks and meet deadlines
• Excellent written and verbal communication skills
• Strong attention to detail and follow-through

Preferred Qualifications

• Experience with Salesforce or another CRM platform
• Experience in life insurance, employee benefits, financial services, or a related industry
• Previous experience supporting a sales team, brokers, agents, or business partners

What We're Looking For

The ideal candidate is:

• Highly organized and dependable
• Comfortable working independently in a remote environment
• Customer-service oriented and professional
• Detail-oriented with strong follow-through
• Comfortable handling confidential and business-sensitive information
• Able to manage changing priorities in a deadline-driven environment
• A strong communicator who works effectively with both internal and external stakeholders