Sales Support Representative

Position Overview Our client, an established insurance organization, is seeking a detail-oriented and customer-focused Sales Support Coordinator to provide administrative and operational support to the sales team. This individual will play an important role in supporting day-to-day sales activities, coordinating client communications, maintaining accurate records, and helping ensure a seamless experience for prospective and existing clients. The ideal candidate is organized, proactive, and comfortable working in a fast-paced, deadline-driven environment. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities while providing exceptional support to sales professionals and clients.

Key Responsibilities

• Provide day-to-day administrative support to insurance agents, account executives, and the sales team.
• Assist with preparing proposals, quotes, presentations, and other client-facing sales materials.
• Coordinate the collection of client information and documentation needed for insurance applications and policy processing.
• Enter, update, and maintain accurate client, prospect, and policy information within internal databases and CRM systems.
• Follow up with clients, insurance carriers, and internal departments regarding outstanding documentation, quotes, renewals, and policy updates.
• Assist with processing new business applications, policy changes, endorsements, and renewals.
• Track sales activity, maintain pipeline reports, and assist with preparing sales performance reports.
• Coordinate client meetings, appointments, and follow-up communications.
• Respond to incoming client inquiries and route requests to the appropriate sales or account management team members.
• Support the sales team with prospecting activities, lead tracking, and maintaining organized client records.
• Assist with preparing renewal documentation and monitoring upcoming policy expiration dates.
• Ensure all client documentation is organized, accurate, and maintained in accordance with company procedures.
• Provide general administrative and operational support to the sales department as needed.

Qualifications

• 1–3+ years of experience in sales support, sales coordination, administrative support, or customer service.
• Previous experience within the insurance, financial services, or professional services industry preferred.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
• Experience with CRM systems, agency management systems, or sales tracking platforms preferred.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong customer service skills and a professional, solutions-oriented approach.
• Ability to handle confidential client and policy information with discretion.
• Comfortable collaborating with sales professionals, clients, insurance carriers, and internal departments.

Ideal Candidate The successful candidate is a dependable, proactive, and service-oriented professional who enjoys supporting a sales team and contributing to overall business success. They are comfortable balancing administrative responsibilities with client communication and follow-up, take pride in maintaining accurate records, and understand the importance of timely and organized sales support. Previous experience with insurance policy administration, quoting, renewals, or agency operations is a plus.