MidMarket Sales Data Specialist

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 have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News & World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. 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 sales team members to provide comprehensive communication and support to existing client base, prospects, referrals, Centers of Influence (COIs), and internal partners. Manages and facilitates communication for data collection, reviews, and analyzes prospective and/or existing client data that is submitted to Middle Market Sales. Must maintain knowledge of Insperity’s product and service offerings as well as internal departments and processes to provide guidance and support to assigned sales team members.  

ESSENTIAL FUNCTIONS

Under moderate supervision and little decision-making:

•    Acts as a resource and main point of contact for data collection for MidMarket Sales and clients throughout the sales process.  Responds to prospect and client inquiries, ensuring they receive timely responses and involve or refer issues to internal departments and team members as needed. 
•    Works with appropriate team members to coordinate timing of data collection and proposal deadlines.
•    Prepares clear, concise and accurate information to prospective and/or existing clients to assist with gathering of data and remaining items needed for proposal.
•    Facilitates data collection calls to review data needed for a proposal and answer any questions relating to the process.
•    Assists with reviewing customer data to ensure accurate information is collected.
•    Assists with identifying and evaluating trends in data and makes recommendations based on data analysis.
•    Creates, maintains and delivers reports to track data collection activity. 
•    Works closely with business units within Middle Market Sales and other internal departments to gain understanding of what client data is needed, while utilizing best judgement to prioritize time-sensitive matters. 
•    Partners with Pricing and Cost Analysis regarding needs for pricing and understanding risk exposure.
•    Assists the implementation of new initiatives and reports that affects Middle Market Sales Support.
•    Maintains professional, positive, and timely communications with prospects, referrals, COIs, current clients, sales team members, and corporate staff.  
•    Attends training sessions to stay current on Insperity products and services, sales processes, benefits, data requirements, and guidelines for submission/approvals.  Communicates important information, policies, and procedures to the sales team members. 
•    Handles a variety of sensitive situations and confidential material with appropriate discretion, and problem-solves on own initiative, advising the sales team members of action taken.
•    Works to improve experience and satisfaction for both prospective and existing clients, as well as internal partners.
•    Participates in process documentation and resource maintenance, while following best
practices and providing recommendations for improving and streamlining processes to help improve the data collection process
•    Fosters teamwork and maintains a customer focus through positive communication and a strong desire to meet the needs of the business customer. Works with the team to maintain the highest levels of customer service, quality, and productivity.
•    Assists other projects as assigned by management.
•    Assists with the Client Account Management (CAM) process as needed.

SUPERVISORY RESPONSIBILITY

Supervises others: No

OTHER RESPONSIBILITIES

•    Assists in the accomplishment of Insperity Company goals.
•    Helps other employees to accomplish Insperity Company goals.
•    Performs other duties as may be assigned by management.
•    Participates in the Disaster Recovery plan as required.

EDUCATION / EXPERIENCE REQUIREMENTS

•    High school diploma or equivalent is required.  Bachelor’s Degree or equivalent related work experience in related field is preferred. 
•    Three to five years of experience in sales or related field is required.  
•    Knowledge of Insperity sales processes is preferred. Experience interacting directly with prospects and clients in a professional manner is required.

LICENSES / CERTIFICATIONS

No licenses or certifications are required.

KNOWLEDGE / SKILLS

•    Knowledge of process management, sales, project management and interactive marketing to set, manage and deliver on expectations related to each stakeholder involved in the cross-selling system.
•    Ability to take a conceptual idea or vision and apply sound logic to develop systems, processes and plans that are executable, realistic and results oriented.
•    Excellent verbal and written communication skills with the ability to build effective highly functional and collaborative relationships with internal constituents. 
•    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 work independently to solve problems effectively, handle conflicts constructively, to be innovative, and to actively drive continuous improvement.
•    High attention to detail, with strong planning and organizational skills to make decisions and judgments related to assigned sales team members, projects, and other responsibilities.
•    Ability to analyze, review, and edit information consistent with operational standards, and take action under narrow time constraints.
•    Ability to utilize effective methods and techniques related to sales operations and customer service.
•    Proficiency with Microsoft Office applications and strong presentation skills.
•    Basic knowledge and understanding of the Professional Employer Organization industry and the company’s products and services.
•    Strong verbal and written communication skills with the ability to communicate tactfully, clearly, and concisely, while maintaining effective work relations with those encountered in the course of employment.  
•    Ability to manage multiple tasks and prioritize effectively, to learn and apply new concepts quickly,
and to apply “out of the box” thinking to meet new and changing demands from internal constituents and clients.

PHYSICAL REQUIREMENTS

Performs light work with reasonable accommodations, as needed. 

TRAVEL REQUIREMENTS

Travels: Yes
If yes, up to 5% of time

What percent of time is this position required to drive a vehicle (other than Company issued) for business purposes? 5%

 

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.