Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.
Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.
We’ve earned recognition time and again as a top place to work—named among the best by respected organizations like Glassdoor and U.S. News & World Report. We’re also proud to be recognized for one of the country’s Top 50 Midsize Early Talent Programs through RippleMatch’s Campus Forward Awards. There’s never been a better time to be part of Insperity, and our best work is still ahead. Learn more at Insperity.com.
Why Insperity?
Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.
Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.
SUMMARY
This position is responsible for working with assigned Business Performance Advisors (BPAs) to provide comprehensive communication and support to existing client base, prospects, referrals, and Center of Influence (COIs). Manages and facilitates communications for new prospects, referrals, and sales personnel. Must maintain knowledge of Insperity’s product and service offerings as well as internal departments and processes to provide guidance and support to assigned BPAs.
RESONSIBILITIES
- Maintains professional, positive, and timely communication with prospects, referrals, Centers of Influence (COIs), current clients, and Corporate staff.
- Serves as a primary resource and point of contact for BPAs and prospects throughout sales and transition processes, responding promptly to inquiries and ensuring follow-up and resolution.
- Manages BPA’s calendar and email, arranges appointments, responds to emails, fulfills requests, makes travel arrangements, and completes expense reports to maximize efficiency.
- Performs Salesforce activities including prospecting, data collection, analysis, proposal preparation, closing, and account/opportunity maintenance.
- Coordinates with sales team members and internal departments to schedule meetings, collect and submit accurate prospect data, process Business Profiles, secure approvals, and ensure smooth transitions.
- Conducts research on prospects and prepares necessary documents (e.g., proposals, executive summaries, medical mapping, and comparisons) for client meetings.
- Stays current on Insperity products, services, and processes by attending meetings and training; communicates important updates and requirements to BPAs.
- Prepares and manages closing documents, checklists, and approvals needed for booking new clients.
- Maintains prospect and terminated client files, initiates follow-up communications, and facilitates ongoing engagement on behalf of BPAs.
- Ensures accuracy of sales forecasting and reporting by working with sales management.
- Handles technology issues and provides support or training to BPAs as needed; ensures BPAs are informed of technology changes to aid in digital adoption.
- Prioritizes time-sensitive matters and handles confidential or sensitive situations with discretion, advising BPAs as appropriate.
- Manages the Client Account Management (CAM) process with limited BPA involvement.
- Coordinates and sometimes attends client loyalty events and Reward Program meetings, handling logistics and follow-up activities.
- Assists with marketing campaigns, including lead/account assignments and opportunity tagging in Salesforce, and supports PCM Partnerships and Channel Partners.
- Facilitates establishment of outside benefit plans such as Health Reimbursement Accounts and Dependent Care Flexible Spending Accounts for prospects and clients.
QUALIFICATIONS
- High School Diploma is required. A Bachelor’s Degree in Business, Management is preferred.
- Three to five years experience in sales administration or a related field is required.
- Experience interacting directly with clients in a professional manner is required.
- Ability to interpret, analyze, and apply company policies, objectives, and procedures including developing, organizing, and implementing new policies and processes; appropriately utilizing effective methods for dealing with human behavior situations and conflict in a variety of business circumstances.
- Ability to independently plan, organize, schedule, coordinate, and make decisions and judgments relating to assigned BPAs, projects, and other responsibilities; ability to analyze, review, and edit information consistent with operational standards.
- Ability to utilize effective methods and techniques related to sales operations and customer service is required.
- Problem-solving ability and experience dealing with conflicts and problems constructively.
- Thorough knowledge and understanding of the Professional Employer Organization industry and the company’s products and services.
- Proficiency with Microsoft applications including Word, Excel, PowerPoint. Advanced Excel skills including formulas and pivot tables a plus.
- Ability to work independently and under narrow time constraints with a variety of sales personnel, maintaining effective work relations with corporate personnel as well as others encountered in the course of employment.
- Strong verbal and written communication skills.
Insperity provides a reasonable compensation range for each posted role in accordance with applicable pay‑transparency laws. Actual compensation is influenced by a variety of job‑related factors, including skills, experience, and geographic location.
The compensation range for this position, representing the pay span across all locations where this role may be filled is
At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law, including criminal arrest and/or conviction records.
