Sales Administrator

Reports to:

Manager of Sales Administration


Provide direct administrative support for sales team.

Roles &

  • Key position responsible for administrative functions and support of sales department
  • Direct interaction with Brokers and Prospects during Sales Process
  • Maintain database for all Broker and Prospect contact information
  • Request and gather data to prepare Proposal for Prospects
  • Prepare Presentations, Proposals/Quotes prior to all meetings
  • Direct liaison with Underwriters beginning with overseeing accurate form submissions through the decision process.
  • Manage appointment calendar and scheduling
  • Monitor Sales calls and handle questions directly addressed to the Sales team
  • Communicate regularly with Brokers and Prospects to maintain a positive business relationship and high retention
  • Ensure standard business procedures are followed for business development
  • Responsible for identifying areas of improvement and making actionable recommendations to increase operational efficiency.
  • General Filing, correspondence, and maintenance
  • Special reporting and other projects, as assigned


At least two years of administrative experience. Knowledge of a PEO a plus.

Knowledge of benefits a plus.


  • Strong computer knowledge: Excel, Word, PowerPoint, Outlook
  • Detail-oriented and efficient
  • Strong communication and customer service skills
  • Analytical skills
  • Ability to multi-task
  • Exceptional organizational skills
  • Punctuality, reliability, and integrity a must

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