ABOUT DECISELY:

At Decisely, we are on a mission to revolutionize the InsurTech industry by delivering innovative solutions that genuinely make a positive difference for our clients and our organization. As a client-centric company, we are deeply committed to delivering exceptional customer service and building strong, lasting relationships with our clients. We seek passionate, service-driven individuals who share our dedication to putting clients first. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work, while contributing to a service-oriented environment that ensures our clients' success.

POSITION SUMMARY:

The Sales Support Specialist in the Employee Benefits Insurtech space plays a pivotal role in ensuring operational excellence between Sales and Client Onboarding. Acting as the gatekeeper of client data accuracy and process compliance, this role is responsible for reviewing, validating, and improving all client documentation and forms prior to transitioning new group sales to the onboarding team. The specialist partners closely with Enterprise Sales, Inside Sales, and Account Management to guarantee that every client experience begins with a smooth, error-free handoff.

ESSENTIAL ROLES AND RESPONSBILITIES:

Documentation Review & Validation

• Review all sold case documentation for completeness and accuracy before handoff.
• Validate benefit plan elections, employee census files, and underwriting documents.
• Check compliance forms (HIPAA, ACA, ERISA) for completeness and regulatory accuracy.

Sales Process Compliance

• Ensure adherence to standardized sales-to-onboarding handoff protocols.
• Track, report, and escalate any sales process or documentation compliance issues.
• Audit sales packages and maintain checklist standards to minimize onboarding delays.

CRM and Systems Management

• Update and maintain CRM records (Salesforce, HubSpot) ensuring deal status and accuracy.
• Log documentation issues and corrections in the CRM for reporting and follow-up.
• Support system-based process improvements related to sales handoff.

Cross-Functional Collaboration

• Work closely with Client Onboarding, Carrier Relations, and Compliance teams to align handoff processes.
• Serve as a secondary liaison with insurance carriers when necessary prior to onboarding.
• Participate in sales support team meetings and process improvement initiatives.

Training and Enablement

• Provide periodic training refreshers and resources to Sales teams on process adherence and documentation requirements.
• Create or contribute to FAQs, quick guides, and best practices for Sales Support workflows.

Reporting and Continuous Improvement

• Generate reports on sales package audit results and sales-to-onboarding success rates.
• Identify and propose process improvements to enhance the sales support function.
• Collaborate on operational efficiency projects, including workflow automation initiatives.

KEY COMPETENCIES:

Documentation Review & Validation

• Attention to Detail: Ability to thoroughly review complex benefits documents, forms, and sales paperwork to ensure 100% accuracy.
• Benefits Knowledge: Solid understanding of employee benefits (medical, dental, vision, life, disability), enrollment processes, and common documentation requirements. 

Sales Process Compliance –

• Process Adherence: Strong discipline in following established workflows, compliance checklists, and regulatory documentation standards.
• Regulatory Awareness: Knowledge of HIPAA, ACA, ERISA rules and how they apply to sales documentation and the client onboarding process

CRM and Systems Management

• Technical proficiency: Skilled in using Salesforce, HubSpot, or equivalent CRMs for deal tracking, documentation management and internal communication
• Data Integrity Mindset: Commitment to accurate and timely data entry, updates and maintenance in internal systems.

Cross-Functional Collaboration

• Communication Skills: Ability to clearly, professionally, and persuasively communicate with Sales, Client Onboarding, and Compliance teams
• Team Collaboration: Proven ability to work effectively across multiple departments to achieve shared goals and ensure a smooth client experience

Training & Enablement

• Coaching & Feedback: Ability to provide constructive feedback to Sales team members on documentation errors or process improvements in a professional and supportive manner
• Knowledge Sharing: Willingness to create or contribute to sales support tools like quick guides, FAQs, and training materials.

Reporting & Continuous Improvement

• Analytical Thinking: Ability to spot trends in errors or inefficiencies and propose actionable improvements.
• Continuous Improvement Orientation: Mindset focused on refining workflows, enhancing quality, and increasing operational efficiency over time.

Problem Solving & Escalation – Ability to spot systemic issues and provide solutions and only when necessary, escalate appropriately.

REQUIRED QUALIFICATIONS/EDUCATION, SKILLS AND/OR EXPERIENCE:

Experience:

• 2-5 years in Sales Support, employee benefits, Insurtech, insurance digital insurance brokerage environment.  Working knowledge of benefits products (Medical, Dental, Vision, Life, Disability)
• Experience using Salesforce, HubSpot or other CRM platforms.
• High attention to details and accuracy.
• Strong organizational and time management skills.
• Ability to work cross-functionally in a very fast-paced, deadline/ticket-driven environment.
• Exposure to benefits administration platforms (Ease, Employee Navigator, etc.)  Pross improvements or workflow automation project experience.

Education: Associate’s or Bachelor's in Business, risk management, insurance.

Skills: Advanced knowledge of navigating the internet as well as various Microsoft Office programs (i.e., Excel, PowerPoint, Outlook, etc.).  Excellent communication and presentation skills.

PHYSICAL DEMANDS:

Fast-paced, technology-driven Insurtech environment.  Regular collaboration with Sales, Client Success/Client Onboarding teams.  Require extended periods of CRM/data systems work with occasional carrier/client communications.  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to office for meetings and business activities; some air travel may be required.

WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Limited or no exposure to physical risk.