[Remote] Entry Level Sales Assistant - Brokers Support (Remote)

Note: The job is a remote job and is open to candidates in USA. reputed company, is a recognized leader in Business Insurance, providing tailored solutions to address significant risks and workforce challenges. The Sales Assistant role involves supporting the sales team with administrative and operational tasks, ensuring a high-quality client experience through effective communication and organization.

Responsibilities

• Support the sales team in preparing presentations, proposals, quotes, and meeting materials
• Maintain accurate and up-to-date CRM records, including client details and pipeline activity
• Coordinate meetings, calls, and follow-up actions to ensure timely communication
• Track proposal deadlines, RFP requirements, and other time-sensitive deliverables
• Serve as a reputed company of contact for client inquiries, ensuring timely and professional responses
• Support client onboarding by preparing required documentation and coordinating internal hand-offs
• Collect and organize client information and documentation for proposals, renewals, and ongoing support
• Organize and maintain digital files, templates, and sales resources
• Prepare and distribute regular sales activity reports and performance metrics
• Coordinate logistics for sales meetings, client visits, and events
• Assist with expense reporting and travel coordination as needed
• Partner with Marketing to support campaigns, collateral, and sales initiatives
• Collaborate with Operations, Finance, and Client Services to support sales and client needs
• Participate in team meetings and contribute to process improvements and operational efficiencies

Skills

• High school diploma required; bachelor's preferred
• 1–3 years of administrative or sales support experience
• Strong organizational skills
• Excellent verbal and written communication
• Ability to manage multiple priorities
• Professional, proactive, and customer-focused reputed company
• Team-oriented and collaborative
• Reliable, accountable, and deadline-driven
• Professionalism with confidential information
• Desire to support business growth
• Experience with CRM platforms preferred
• Experience in professional services, insurance, or financial services is a plus

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

Company Overview