Sales Support & Orientation Specialist

Sales Support & Orientation Specialist Summary

This position provides sales and operational support to the Insurance Services sales team by assisting with quoting, paperwork, client and employee onboarding activities, internal system updates, and ongoing pipeline and enrollment tracking. It also supports initial client orientation sessions to provide licensed insurance enrollment support during new client onboarding directly to employees. The role plays a key part in ensuring a smooth sales process from initial opportunity through enrollment and post‑sale transition by handling administrative, coordination, and client‑facing orientation and enrollment responsibilities.

• Supports Sales Representatives throughout the full sales lifecycle by managing paperwork, data collection, and documentation required for quotes, proposals, enrollments, and implementation of calls.
• Assists with preparing and submitting quotes and bids for insurance products, including gathering census data, applications, and required supporting documents.
• Builds and updates broker booklets, client presentations, and proposal materials using approved templates.
• Assists with client and employee orientation calls, including scheduling, preparation of materials, attendance support, and follow‑up documentation.
• Submits, updates, and tracks sales opportunities, enrollments, and pipeline activity within Salesforce and other internal systems to ensure accuracy and completeness.
• Monitors open opportunities and enrollments to ensure required paperwork, carrier submissions, and internal handoffs are completed timely.
• Coordinates with internal teams (sales, service, implementation, carriers, and vendors) to facilitate smooth transitions from sale to post‑sale service.
• Assists with enrollment and new client orientation activities, including tracking enrollment status, reconciling submitted forms, and confirming carrier acknowledgements.
• Responds to incoming sales support requests, including inbound calls, emails, and internal inquiries related to quoting, enrollments, and documentation.
• Maintains and updates internal databases, sales tools, and shared resources to ensure current and accurate client, prospect, and policy information.
• Supports sales campaigns, carrier initiatives, and corporate programs by preparing materials, tracking responses, and assisting with follow‑up activities.
• Identifies missing information, potential issues, or delays within the sales and enrollment process and proactively escalates to the appropriate parties.
• Assists with preparation of reports, trackers, and summaries related to pipeline activity, sales performance, and enrollment status.
• Performs additional administrative, coordination, and support tasks as assigned to support the Insurance Services sales team.

• Assists in the accomplishment of Insperity Company goals.
• Helps other employees to accomplish Insperity Company goals.
• Performs other duties as may be assigned by the department supervisor.
• Participates in the Disaster Recovery plan as required.

High School Diploma or equivalent is required. Two to four years of related work experience is required, such as experience in sales support, insurance operations, benefits administration, payroll, customer service, or a related business support role. One to three years of experience in administrative support, sales support, insurance, or a related business role is preferred.

Life & Health Insurance license is required.

• Strong organizational and administrative skills with high attention to detail.
• Ability to manage multiple tasks, deadlines, and priorities in a fast‑paced environment.
• Strong written and verbal communication skills.
• Proficiency with CRM systems (Salesforce preferred), Microsoft Office tools, and web‑based platforms.
• Ability to collaborate effectively with sales, service, and operational teams.
• Strong follow‑up and tracking skills to ensure tasks and deliverables are completed.
• Professional customer service mindset with the ability to interact with clients, employees, and internal partners.

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.