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Administrative Assistant – Sales Support
Job Location:
Monthly Salary:
Not provided by the employer
Monthly Salary:
Experience Required:
3-5years
Experience Required:
Posted:
29 May 2026 (30+ days ago)
Posted:
Application Deadline:
26 August 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Job Title: Administrative Assistant Sales Support
Location: Remote
Reports To: Sales Leadership / Operations Team
Status: Full-time 40 hours/week
Schedule & Availability: The preferred schedule for this role is approximately 5:00 AM2:00 PM Eastern Time. This gives the Administrative Assistant Sales Support 23 hours of focused work before our client team begins the day while still providing strong overlap with Eastern Time business hours through early afternoon. The role should also support timely wrap-up and follow-through by the end of the workday. Final schedule to be confirmed during the role review.
Position Overview
Our Client is seeking a detail-oriented tech-savvy and highly organized Administrative Assistant Sales Support to support its producers sales leadership and operations team. This role will help prepare sales materials organize prospect information support quoting and RFP workflows assist with data gathering follow up with carriers and help ensure the sales team has the information and materials needed to move opportunities forward efficiently.
This person will support approximately 8 salespeople across 5 sales teams helping manage administrative follow-up backlog data organization quoting preparation and internal workflow coordination. The role is not primarily client-facing though limited communication may occur via email when needed.
The ideal candidate is proactive highly detailed process-driven comfortable working with technology and AI-enabled tools and able to handle sensitive benefits-related information with discretion and professionalism. This role is especially important as our client continues building stronger workflows systems internal support and AI-enabled processes around its sales and prospecting efforts.
This person will play a key role in supporting producers as SBS continues to improve its sales operations quoting processes RFP workflows data organization carrier follow-up and use of technology to create more consistent and efficient support for new prospects and existing client opportunities.
Key Responsibilities
Sales and Producer Support
Assist producers and sales leadership with administrative and operational tasks related to new prospects renewals quoting carrier follow-up and RFP processes.
Support approximately 8 salespeople across 5 sales teams.
Help follow up with carriers and keep pending items requests and backlog moving forward.
Prepare organize and update documents spreadsheets presentations proposal materials and internal sales support resources.
Help gather and structure information needed for prospect meetings client reviews quoting processes and follow-up activities.
Support the team in keeping sales opportunities tasks documentation and carrier communications organized.
Help reduce administrative burden for producers so they can focus more effectively on sales activity client relationships and business development.
Support evolving sales processes as SBS continues strengthening its internal workflows and producer support model.
Quoting RFP and Workflow Support
Assist with the preparation of quoting and RFP-related materials using our client internal processes systems and AI-supported tools.
Support quoting workflows through tools such as Perfect Quote and other SBS-approved systems.
Input organize and review data needed for quoting benchmarking analytics and proposal preparation.
Help maintain consistency and accuracy across sales documents proposal materials and workflow outputs.
Work closely with operations and sales leaders to follow established processes and improve efficiency.
Learn and support specialized quoting and RFP software or tools used by SBS.
Assist in implementing and maintaining workflow processes that help the team manage new prospects opportunities carrier follow-ups and backlog more efficiently.
Data Analytics and Document Preparation
Compile clean organize and present information in a clear and usable format for the sales team.
Assist with data analytics support reporting preparation side-by-side comparisons benchmarking information and other sales enablement materials.
Help transform raw information into organized outputs that producers and leaders can use in client or prospect conversations.
Support the preparation of materials related to claims analytics benefits comparisons benchmarking and proposal development.
Review information carefully for accuracy consistency and completeness before it is shared with internal stakeholders or used in client-facing materials.
CRM Systems and Administrative Support
Maintain accurate records task updates prospect details carrier follow-ups and documentation within company systems.
Use company systems such as ClickUp agency management tools Microsoft applications Perfect Quote and SBS-approved workflow platforms.
Support workflow tracking internal communication and follow-up coordination.
Assist with scheduling document management file organization backlog management and other administrative support as needed.
Learn and use company software AI tools and workflow platforms effectively.
Help document repeatable processes so the team can create stronger consistency across sales and operations workflows.
Stay adaptable as SBS continues introducing new tools technology and AI-supported processes.
AI Technology and Process Support
Support the teams use of AI-enabled tools and workflows for quoting RFPs analytics document preparation and sales support.
Learn and use tools such as CoPilot AI engine ClickUp Perfect Quote Microsoft tools and other SBS-approved platforms.
Be willing to learn new technology platforms and follow structured processes created by SBS leadership.
Assist in turning AI-generated or software-supported outputs into organized accurate professional materials.
Help identify process gaps documentation needs backlog issues or opportunities to improve workflow consistency.
Work collaboratively with leaders who are developing and refining technology-enabled sales and operational processes.
Client Communication
This role is not primarily client-facing.
Communicate with clients carriers or external parties only as directed primarily through email.
Maintain professionalism clarity and confidentiality in all written communications.
Route questions sensitive issues and client-specific matters to the appropriate team member.
Confidentiality HIPAA Awareness and Data Protection
Handle sensitive employee benefits healthcare and business information with a high level of confidentiality.
Follow all data protection privacy and compliance expectations established by our client.
Demonstrate awareness of HIPAA-related concerns and maintain careful practices when working with personal health information or benefits-related data.
Treat all personal health information benefits information client data prospect information carrier information and internal business information with discretion and professionalism.
Follow any data protection procedures confidentiality requirements system access rules or dedicated-device protocols established for the role.
Use secure systems and approved tools when working with confidential or sensitive information.
Requirements
Required Qualifications
Bachelors degree or diploma in Business Administration Marketing Communications Finance Insurance Healthcare Administration Human Resources or a related field preferred.
3 years of strong administrative sales support operations support or related experience.
Excellent attention to detail and ability to manage multiple tasks accurately.
Comfort working with data documents spreadsheets and technology platforms.
Strong written communication skills.
Ability to follow structured workflows and document processes.
High level of discretion and professionalism when handling confidential information.
Ability to work independently in a remote environment.
Strong organizational and time management skills.
Willingness to learn new tools including AI-supported workflows and quoting/RFP systems.
Ability to work with evolving processes and adapt as systems tools and workflows are improved.
Reliable follow-through and the ability to keep tasks moving without heavy supervision.
Ability to work the preferred schedule of approximately 5:00 AM2:00 PM Eastern Time.
Preferred Qualifications
Experience supporting sales teams producers brokers consultants or account executives.
Experience in employee benefits insurance healthcare administration HR services or a related field.
Familiarity with RFPs quoting proposal preparation benchmarking claims analytics or benefits administration.
Experience following up with carriers vendors or external partners.
Experience with CRM systems ClickUp agency management systems document management tools spreadsheets AI tools workflow automation platforms Perfect Quote or Microsoft Copilot.
Understanding of HIPAA PHI confidentiality requirements or data privacy best practices.
Experience preparing client-facing materials reports or sales presentations.
Experience supporting process implementation workflow documentation backlog management or operational improvements.
Experience working with sensitive client employee healthcare insurance or benefits-related data.
Spanish language skills are strongly preferred.
Familiarity with Working Genius is a plus; a Tenacity/Enablement-oriented profile would be ideal.
Ideal Candidate Profile
Highly organized and detail-oriented.
Strong follow-through and able to manage backlog pending items and carrier follow-ups.
Comfortable working behind the scenes to support producers and sales leaders.
Tech-savvy and open to learning AI-enabled workflows.
Strong with documentation follow-through and task ownership.
Able to work with sensitive information carefully and confidentially.
Curious adaptable and process-minded.
Comfortable turning scattered information into organized useful sales materials.
Professional responsive and reliable in a remote work environment.
Servant-hearted with a willingness to support the team wherever needed.
Tenacious with the ability to stay persistent follow through and keep tasks moving forward.
Comfortable working in a growing evolving environment where processes may continue to be refined.
Able to learn from leadership follow direction and contribute to more efficient team workflows over time.
Ideally aligned with a Working Genius profile that supports Tenacity and Enablement bringing both persistence and a strong desire to help others succeed.
Equipment Requirements
Personal laptop or desktop computer phone and high-quality headset.
Reliable high-speed internet connection suitable for daily remote work.
Willingness to upgrade internet or devices if required.
Willingness to follow any required device security monitoring or data protection protocols related to sensitive information.
Benefits
Compensation & Benefits
Competitive Salary
Performance raises
Remote work flexibility
Opportunity to work with a diverse dynamic team
Career growth potential
Required Education:
Experience supporting sales teams producers brokers consultants or account executives. Experience in employee benefits insurance healthcare administration HR services or a related field. Familiarity with RFPs quoting proposal preparation benchmarking claims analytics or benefits administration. Experience following up with carriers vendors or external partners. Experience with CRM systems ClickUp agency management systems document management tools spreadsheets AI to
