Job Title

Sales Assistant Acrisure is seeking a Sales Assistant to support the sales team through administrative coordination, data entry, and client file preparation. This role helps ensure internal systems and client documentation remain organized and accurate while supporting the daily operations of the sales team. The Sales Assistant will work closely with Account Managers and other team members to assist with administrative tasks, record maintenance, and CRM updates. Responsibilities: Provide administrative and clerical support to the sales team and Account Managers Enter and maintain accurate information within internal systems and CRM platforms such as HubSpot or similar tools Prepare, organize, and maintain prospect and renewal files for the sales team Review client and insured documentation to help ensure accuracy and completeness prior to policy processing Assist with updating and maintaining tracking tools such as Trello or other internal project management systems Maintain organized records and documentation for sales and client files Support general administrative and office tasks as needed to assist the sales team Follow company procedures, internal standards, and applicable regulations while performing assigned duties Requirements: Strong organizational skills and attention to detail Ability to manage multiple tasks and prioritize work effectively Basic to intermediate proficiency with Microsoft Office, including Excel Ability to learn internal systems and CRM platforms used by the sales team Strong written and verbal communication skills Ability to work collaboratively within a team environment Reliable time management and ability to meet deadlines Previous experience in insurance, PEO, workers compensation, or a related environment is preferred but not required Education and Licenses: High school diploma or equivalent required Associate's or bachelor's degree preferred but not required Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits: Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. ... and so much more! Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting . Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.