Sales Support Representative

Position OverviewOur 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 ResponsibilitiesProvide 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.