Sales Support Administrator

About the role

We are looking for a Sales Support Administrator to assist our sales team in driving new client growth and maintaining existing relationships. The role involves coordinating sales activities, managing data in CRM and ERP systems, and ensuring smooth day‑to‑day operations across multiple internal teams and external partners.

Key responsibilities

• Assist in acquiring new clients and retaining current customers.
• Monitor the sales pipeline and collaborate with Underwriting, Pricing, and Compliance to move prospects forward.
• Coordinate follow‑ups, align stakeholders on next steps, deadlines, and expectations.
• Organize and maintain sales resources and accurate records in CRM systems.
• Prepare the sales team for prospect and partner meetings.
• Track, submit, and follow up on prospect requests.
• Gather and verify CRM data for each prospect.
• Provide training and updates on sales processes and CRM management.
• Manage sales tracking tools and communicate updates to stakeholders.
• Coordinate account processing for renewals and new accounts with underwriters, sales, and brokers.
• Support marketing logistics for sales events, conferences, and trade shows.
• Suggest improvements to the sales process and perform other duties as assigned.

Required profile

• High School Diploma or equivalent; Associate’s degree in Business, Insurance, Sales, Marketing or related field is a plus.
• Minimum 2 years of proven experience as a sales support specialist or associate.
• Strong time‑management and ability to prioritize in a fast‑paced environment.
• Excellent written and verbal communication skills.
• Professional, adaptable, and able to work both independently and as part of a team.

Required skills

• Proficiency with Microsoft Excel.
• Experience using Microsoft Office Suite.
• Hands‑on experience with ERP systems.
• Hands‑on experience with CRM systems.