Position Overview

The Intake Representative plays a critical role in supporting the sales team by managing administrative, operational, and process-driven tasks throughout the sales lifecycle. This position ensures timely and accurate proposal creation, maintains sales tracking systems, and supports onboarding and implementation processes for new clients.

The ideal candidate is highly organised, detail-oriented, and adaptable to fluctuating workloads. This individual must demonstrate strong time management, clear communication, and a proactive approach to supporting both the sales team and the Sales Manager.

Working Hours

• Monday - Friday 17:00-02:00 SAST (this role is supporting US Pacific Time)

Salary

• R13 500 with an attendance bonus

Key Responsibilities

Sales Support & Proposal Management

• Create and prepare professional, accurate sales proposals promptly
• Collaborate with the sales team to gather necessary information for proposal development
• Ensure all proposal materials meet internal standards and client expectations

Sales Tracking & Reporting

• Maintain and update sales activity and pipeline tracking using Smartsheets
• Monitor and report on key sales metrics as requested by the Sales Manager
• Ensure data accuracy and consistency across tracking systems

Broker of Record (BOR) Process Support

• Manage and execute the Broker of Record (BOR) process when clients transition brokers
• Coordinate with internal and external parties to ensure smooth transitions
• Maintain documentation and ensure compliance with BOR procedures

Client Implementation & Onboarding

• Review submitted group information for completeness and accuracy
• Support implementation processes for new clients by following established workflows
• Partner with internal teams to ensure seamless onboarding experiences

Operational & Administrative Support

• Assist with miscellaneous projects and process improvements to support the sales team
• Provide administrative and coordination support to the Sales Manager as needed
• Help maintain organised records and documentation for all sales activities

Required Skills & Experience

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Experience working with tracking or project management tools (Smartsheet preferred)
• Strong attention to detail and organisational skills
• Excellent written and verbal communication skills
• Ability to manage multiple tasks in a fast-paced environment

Preferred Qualifications

• Prior experience supporting a sales team or working in a sales operations role
• Experience in insurance, benefits, or related industries

Core Competencies

• Reliability & Accountability: Honours commitments and manages time responsibly
• Communication: Keeps leadership informed and asks for guidance as needed
• Adaptability: Thrives in a dynamic environment with shifting priorities
• Collaboration: Works effectively with the sales team and cross-functional partners
• Attention to Detail: Ensures accuracy across all deliverables and processes