Inside Sales Representative

ExtensisHR•,

7d•$31 - $36

About The Position

The Inside Sales Representative / Sales Manager I is primarily an inside sales role responsible for assigned RFIs, proposals, sales documentation, and opportunities from initial handoff through close. The role partners closely with Sales Managers and also takes on entry-level Sales Manager responsibilities, including qualifying opportunities, communicating directly with brokers and prospective clients, maintaining pipeline momentum, and converting qualified prospects into clients. Depending on the opportunity, the representative may work behind the scenes with a Sales Manager or serve as the direct sales contact. The role coordinates across Sales, Underwriting, Implementation, Technology, Marketing, Sales Operations, and other subject matter experts to help resolve obstacles and provide an accurate, efficient client experience. Responsibilities include owning proposals and Folios, managing an assigned pipeline and quota, supporting broker and prospect relationships, maintaining Salesforce records, coordinating underwriting and contract processes, and administering sales documentation. The role is expected to use ExtensisHR's internal AI tools ethically and effectively and continually develop AI proficiency. The position may be performed in a hybrid or remote setting, depending on business needs and employee accommodation. The work environment is typically quiet and climate-controlled, with standard office equipment. Occasional travel may be required.

Requirements

Prior experience in inside sales, broker desk, sales support, account management, or a related client-facing sales role.
Demonstrated ability to manage opportunities, communicate with brokers and clients, and support or complete a sale through close.
Strong Excel skills and Salesforce proficiency.
Excellent written and verbal communication skills and ability to build effective working relationships.
Exceptional attention to detail and accuracy under deadline pressure.
Goal-oriented approach and ability to manage an assigned quota, pipeline, and competing priorities.
Ability to collaborate across Sales, Underwriting, Implementation, Technology, Marketing, and Sales Operations.
Ability to sit or stand for extended periods while performing desk-related tasks.
Prolonged use of a computer, keyboard, and mouse, requiring repetitive motion.
Ability to lift and carry office supplies or equipment up to 20 pounds.
Occasional bending, reaching, and twisting to retrieve files or supplies.
Ability to walk throughout the office, including between departments or meeting rooms.
Ability to communicate effectively in person and via phone or video conferencing, in both verbal and written form.
Ability to focus and maintain attention for long periods while working on various tasks.

Nice To Haves

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 with DocuSign or a similar electronic-signature platform.
Experience selling a value-added service to business owners, senior executives, brokers, or other centers of influence.

Responsibilities

Own assigned RFIs, proposals, and Folios from start to finish using ExtensisHR internal AI tools and established sales processes.
Carry qualified opportunities and RFIs handed off by Sales Managers through proposal, negotiation, contracting, and close.
Engage brokers and prospective clients to answer questions, obtain missing information, clarify requirements, and maintain deal momentum.
Manage an assigned pipeline and sales quota, maintain accurate opportunity information, and work toward conversion and revenue goals.
Communicate and coordinate contract requirements to support transition from signed agreement to Client Activation.
Support relationships with benefit brokers, insurance agencies, centers of influence, business owners, and senior-level decision-makers.
Educate brokers and prospects on ExtensisHR services and value proposition, including HR, benefits, payroll, tax, risk, compliance, and employee-management solutions.
Qualify sales opportunities, identify client needs, and involve appropriate subject matter experts to advance sales.
Provide responsive, accurate, and professional service to support ExtensisHR's broker-channel PEO sales organization.
Coordinate with Underwriting, Implementation, and Technology when opportunities stall, require clarification, or need an exception.
Submit pre-proposal exception requests to Medical Underwriting and track them through decision.
Work with Sales Operations, Marketing, Solutions Consultants, Proposal Managers, HR Managers, and other subject matter experts to complete submissions and proposals.
Raise blockers early, communicate status clearly, and keep the aligned Sales Manager informed throughout the sales cycle.
Use ExtensisHR tools to build RFIs, proposals, and Folios, and report process or system friction for continuous improvement.
Support Sales Managers who build their own Folios and train new hires on related processes and tools.
Maintain accurate and timely records in Salesforce and related sales systems.
Use AI tools ethically and effectively to improve productivity, decision-making, accuracy, and sales performance, while continuously developing AI proficiency.
Complete the sales workbook, including WC and SUTA entry, second-carrier additions, and Schedule A revisions in Salesforce.
Re-submit expired quotes and rerun underwriting and the MHP record when a quote exceeds 90 days.
Manage DocuSign end to end, track NDAs through signature, and distribute fully executed contracts to clients and internal teams.
Open and manage post-sale addendum Cases and Tasks and SPIN cases.
Perform additional responsibilities as assigned to support the Sales department and organization.

Benefits

Competitive compensation.
Progressive Paid-Time Off Program, including time off for volunteering and life events.
Group medical, dental, vision, and life insurance available from day one.
Pretax spending accounts for health and dependent care expenses.
401(k) and IRA retirement plans with employer contributions.
Professional development programs.
Employee discounts on retail and entertainment.
Social and community outreach committee with in-office events and networking opportunities.
Diversity, Inclusion and Equity committee and employee engagement initiatives.
Complimentary coffee and snacks.