CDL Human Resource Administrative Assistant – Sales Support Jobs in Kenya
Key Responsibilities
Sales and Producer Support
Assist producers and sales leadership with administrative and operational tasks related to new prospects, renewals, quoting, carrier follow‑up, and RFP processes.
Support approximately 8 salespeople across 5 sales teams.
Help follow up with carriers and keep pending items, requests, and backlog moving forward.
Prepare, organize, and update documents, spreadsheets, presentations, proposal materials, and internal sales support resources.
Help gather and structure information needed for prospect meetings, client reviews, quoting processes, and follow‑up activities.
Support the team in keeping sales opportunities, tasks, documentation, and carrier communications organized.
Help reduce administrative burden for producers so they can focus more effectively on sales activity, client relationships, and business development.
Support evolving sales processes as SBS continues strengthening its internal workflows and producer support model.
Quoting, RFP, and Workflow Support
Assist with the preparation of quoting and RFP‑related materials using client internal processes, systems, and AI‑supported tools.
Support quoting workflows through tools such as Perfect Quote and other SBS‑approved systems.
Input, organize, and review data needed for quoting, benchmarking, analytics, and proposal preparation.
Help maintain consistency and accuracy across sales documents, proposal materials, and workflow outputs.
Work closely with operations and sales leaders to follow established processes and improve efficiency.
Learn and support specialized quoting and RFP software or tools used by SBS.
Assist in implementing and maintaining workflow processes that help the team manage new prospects, opportunities, carrier follow‑ups, and backlog more efficiently.
Data, Analytics, and Document Preparation
Compile, clean, organize, and present information in a clear and usable format for the sales team.
Assist with data analytics support, reporting preparation, side‑by‑side comparisons, benchmarking information, and other sales enablement materials.
Help transform raw information into organized outputs that producers and leaders can use in client or prospect conversations.
Support the preparation of materials related to claims analytics, benefits comparisons, benchmarking, and proposal development.
Review information carefully for accuracy, consistency, and completeness before it is shared with internal stakeholders or used in client‑facing materials.
CRM, Systems, and Administrative Support
Maintain accurate records, task updates, prospect details, carrier follow‑ups, and documentation within company systems.
Use company systems such as ClickUp, agency management tools, Microsoft applications, Perfect Quote, and SBS‑approved workflow platforms.
Support workflow tracking, internal communication, and follow‑up coordination.
Assist with scheduling, document management, file organization, backlog management, and other administrative support as needed.
Learn and use company software, AI tools, and workflow platforms effectively.
Help document repeatable processes so the team can create stronger consistency across sales and operations workflows.
Stay adaptable as SBS continues introducing new tools, technology, and AI‑supported processes.
AI, Technology, and Process Support
Support the team’s use of AI‑enabled tools and workflows for quoting, RFPs, analytics, document preparation, and sales support.
Learn and use tools such as CoPilot AI engine, ClickUp, Perfect Quote, Microsoft tools, and other SBS‑approved platforms.
Be willing to learn new technology platforms and follow structured processes created by SBS leadership.
Assist in
turning AI‑generated or software‑supported outputs into organized, accurate, professional materials.
Help identify process gaps, documentation needs, backlog issues, or opportunities to improve workflow consistency.
Work collaboratively with leaders who are developing and refining technology‑enabled sales and operational processes.
Preferred Qualifications
Experience supporting sales teams, producers, brokers, consultants, or account executives.
Experience in employee benefits, insurance, healthcare administration, HR services, or a related field.
Familiarity with RFPs, quoting, proposal preparation, benchmarking, claims analytics, or benefits administration.
Experience following up with carriers, vendors, or external partners.
Experience with CRM systems, ClickUp, agency management systems, document management tools, spreadsheets, AI tools, workflow automation platforms, Perfect Quote, or Microsoft Copilot.
Understanding of HIPAA, PHI, confidentiality requirements, or data privacy best practices.
Experience preparing client‑facing materials, reports, or sales presentations.
Experience supporting process implementation, workflow documentation, backlog management, or operational improvements.
Experience working with sensitive client, employee, healthcare, insurance, or benefits‑related data.
Spanish language skills are strongly preferred.
Familiarity with Working Genius is a plus; a Tenacity/Enablement‑oriented profile would be ideal.
Ideal Candidate Profile
Highly organized and detail‑oriented.
Strong follow‑through and able to manage backlog, pending items, and carrier follow‑ups.
Comfortable working behind the scenes to support producers and sales leaders.
Tech‑savvy and open to learning AI‑enabled workflows.
Strong with documentation, follow‑through, and task ownership.
Able to work with sensitive information carefully and confidentially.
Curious, adaptable, and process‑minded.
Comfortable turning scattered information into organized, useful sales materials.
Professional, responsive, and reliable in a remote work environment.
Servant‑hearted, with a willingness to support the team wherever needed.
Tenacious, with the ability to stay persistent, follow through, and keep tasks moving forward.
Comfortable working in a growing, evolving environment where processes may continue to be refined.
Able to learn from leadership, follow direction, and contribute to more efficient team workflows over time.
Ideally aligned with a Working Genius profile that supports Tenacity and Enablement, bringing both persistence and a strong desire to help others succeed.
Equipment Requirements
Personal laptop or desktop computer, phone, and high‑quality headset.
Reliable high‑speed internet connection suitable for daily remote work.
Willingness to upgrade internet or devices if required.
Willingness to follow any required device, security, monitoring, or data protection protocols related to sensitive information.
Benefits: Compensation & Benefits
Competitive Salary.
Performance raises.
Remote work flexibility.
Opportunity to work with a diverse, dynamic team.
Career growth potential.
How to Apply
For more information and job application details, see; CDL Human Resource Administrative Assistant – Sales Support Jobs in Kenya
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