Sales Support Specialist at Cobalt Benefits Group LLC

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

13 May, 26

Salary

0.0

Posted On

12 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Support, Customer Service, Administrative Support, Sales Operations, Communication Skills, Organizational Skills, Detail-Oriented, Proactive, Salesforce, Microsoft Office Suite, Time Management, Proposal Preparation, Report Generation, Cross-Functional Collaboration, RFP Tracking

Industry

Insurance

Description

Description Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. As a Sales Support Specialist, you’ll play an important role in helping us offer customized, self-funded insurance options to our clients and members. In this role, the Sales Support Specialist will work closely with the sales team to streamline operations, manage customer inquiries, and ensure a seamless sales process. The ideal candidate is detail-oriented, proactive, has excellent communication skills, is highly organized, and thrives in a fast-paced environment. Key Responsibilities: Provide administrative support to the sales team, including managing schedules, preparing proposals, and handling correspondence. Coordinate and process sales orders, ensuring accuracy and timely fulfillment. Communicate with clients and partners to confirm offer details, answer inquiries, and provide updates on delivery or product availability. Maintain and update Salesforce with customer information, sales activities, and pipeline data. Generate reports for sales metrics, forecasts, and customer trends. Collaborate with marketing, logistics, and finance teams to support cross-functional initiatives. Assist with preparing materials for sales presentations. Support with the completion and tracking of RFP’s. Requirements Bachelor’s degree in business administration, marketing, or a related field preferred. 2+ years of experience in sales support, customer service, or administrative roles. Proficiency in Salesforce or similar CRM systems. Strong organizational skills with exceptional attention to detail. Excellent written and verbal communication skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Work Environment & Physical Demands Hybrid or remote work availability may be offered based on meeting key performance metrics. Prolonged periods of sitting may be required. Regular use of a computer, keyboard, and mouse is necessary; reasonable accommodations will be provided upon request. Employees should ensure an ergonomically appropriate desk and chair setup. Comfort with being on camera for virtual meetings (e.g., Microsoft Teams) Benefits: After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including: Fantastic medical, dental, and vision insurance* Twice annual employer HSA contributions, covering 50% of the HDHP plan’s annual deductible! Company provided Basic Life and AD&D Company paid Short-Term and Long-Term Disability** Flexible Spending Accounts* 401(k) Retirement Plan with up to a 6% employer-match** WOW! (100% fully vested after 3 years) 10+ paid holidays Generous paid vacation and sick time Annual Volunteer Paid Day Annual Tuition Reimbursement Annual Health and Wellness Reimbursement Lots of fun company events Who We are: As a trusted third-party administrator (TPA) specializing in self-funded benefit plans, Cobalt Benefits Group (CBG) is committed to helping employers find high-quality coverage at a cost they can afford. We administer self-funded insurance benefits through our three companies: EBPA, Blue Benefit Administrators of Massachusetts, and CBA Blue. With over 30 years of experience and a dedicated team of more than 200 employees, we work collaboratively to build customized self-funded health plans, manage claim payments and disputes, and administer other specialized programs such as FSAs, HSAs, COBRA, and retiree billing. Join us as we match employers across our region with the right solutions for their employee benefit needs. To learn more about working at CBG, visit https://www.cobaltbenefitsgroup.com/careers/. Benefit Waiting Period Notes: *60 day waiting period **90 day waiting period

Responsibilities

The Sales Support Specialist will provide administrative support to the sales team, manage customer inquiries, and ensure a seamless sales process. This includes coordinating sales orders, maintaining Salesforce data, and collaborating with other teams.