About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Professional Employer Organization (PEO) — HR, Benefits & Payroll Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

This Inside Sales Representative (Sales Manager I) role supports a high-volume PEO sales organization. You will own assigned RFIs, proposals, and sales folios from handoff through close, partnering closely with Sales Managers and cross-functional teams (Underwriting, Implementation, Technology, Sales Operations, and Marketing) to convert qualified leads and brokers into clients. This position uses CRM tools and AI-enabled sales systems to drive accuracy, speed, and pipeline conversion.

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What You’ll Do

• Own assigned RFIs, proposals, and folios from start to finish using internal tools and established processes.
• Take qualified opportunities handed off by Sales Managers through proposal, negotiation, contracting, and close.
• Engage directly with brokers, insurance agents, and prospective clients to gather information, answer questions, and maintain deal momentum.
• Manage an assigned pipeline and sales quota; update opportunity details and forecast accuracy in Salesforce.
• Coordinate contract requirements and support a smooth transition to Client Activation and Implementation teams.
• Support broker and prospect development by educating partners on the client’s HR, benefits, payroll, tax, and compliance value proposition.
• Submit and track pre-proposal exception requests to Medical Underwriting and follow each through decision.
• Collaborate with Proposal Managers, Solutions Consultants, HR Managers, and other SMEs to produce complete, competitive submissions.
• Use AI tools ethically and effectively to improve productivity, decision-making, and proposal accuracy.
• Complete deal administration tasks (workbook entries, DocuSign management, post-sale cases and tasks) and keep documentation error-free.
• Raise blockers early, escalate appropriately, and keep Sales Managers informed of deal status.

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Ideal Skills & Tools

• Proven inside sales, broker desk, sales support, or account management experience.
• Strong Salesforce experience and advanced Excel skills.
• Comfortable communicating with senior decision-makers, brokers, and multi-stakeholder teams.
• Demonstrated attention to detail and ability to work under deadlines.
• Familiarity with DocuSign or similar e-signature platforms.
• Experience applying AI-assisted workflows or CRM automation to sales processes.
• Effective collaborator across Sales, Underwriting, Implementation, Technology, Marketing, and Sales Operations.

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Success Measures

• Achievement of assigned sales quota, pipeline, and conversion goals.
• Quantity of RFIs and proposals closed, including conversion of opportunities handed off by Sales Managers.
• High-quality submissions with a target 99% clean underwriting submission ratio and 100% error-free DocuSign submissions.
• Timely health pricing submissions (target: returned within 24–48 hours).
• Accurate and up-to-date workbook and Salesforce records with no missed updates.
• Measurable time savings for Sales Managers through strong administrative and deal-management support.

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Physical & Work Environment

• Primarily desk-based: ability to sit or stand for extended periods and perform repetitive computer tasks.
• Ability to lift/carry up to 20 pounds occasionally.
• Occasional travel may be required.
• Typical office environment is climate-controlled and quiet.
• This role may be performed in a hybrid or remote setting depending on business needs and reasonable accommodation.

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Compensation & Benefits

• Pay range (non-exempt): $31.25 to $36.06 per hour. Actual pay will be based on experience, qualifications, and location.
• Competitive benefits package including medical, dental, vision, paid time off, retirement plans with employer contributions, and professional development programs.
• Additional employee resources and programs to support work-life balance and career growth.

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Required Qualifications

• Prior inside sales, broker desk, sales support, account management, or other client-facing sales experience.
• Demonstrated ability to manage opportunities and support/close a sale.
• Proficiency with Salesforce and advanced Excel.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to manage competing priorities.
• Goal-oriented mindset with experience managing quotas and pipelines.
• Ability to collaborate cross-functionally.

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Preferred Qualifications

• Bachelor’s degree or equivalent experience.
• Experience in a PEO, insurance, benefits, HRO, or professional-services environment.
• Knowledge of health benefit plans, healthcare pricing, underwriting, workers’ compensation, and state unemployment tax administration.
• Experience selling value-added services to business owners, senior executives, brokers, or centers of influence.

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About the Client & Culture

Our client is a growing PEO/HR services organization focused on helping businesses succeed through people-first HR, payroll, benefits, and compliance solutions. The organization emphasizes accuracy, customer service excellence, continuous improvement, and responsible use of AI tools to support its teams.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.