Insurance Benefits Support Executive

About Workpay

Workpay Africa is a Y Combinator-backed HR, payroll, and Employer of Record (EOR) fintech operating across 30 African jurisdictions. We enable global and regional companies to hire, pay, and manage talent across Africa compliantly, efficiently and at scale. Our SaaS platform and managed services power the workforce operations of some of the world's most ambitious organisations entering and expanding across the continent.

Primary Objective

Support Workpay's Insurance Benefits lead in growing and servicing the insurance portfolio. Managing quotations, client documentation, onboarding coordination, and country-specific client queries with a commercial mindset that helps clients understand the value of what we offer, not just the mechanics.

Key Responsibilities

• Act as first point of contact for sales reps' benefits queries via Slack/email; explain what's mandatory vs. optional/recommended by country.
• Step in on client calls when the Benefits lead is unavailable communicate product value with a commercial, not purely informational, tone.
• Collect employee bio data in the country specific format required for accurate quotations
• Request, review and analyze partner quotations ;flag discrepancies, summarize when comparing multiple providers.
• Prepare, issue and follow up on quotations, proposals and client documentation.
• Process invoicing on client confirmation; hand over confirmed deals for onboarding.
• Support onboarding coordination and policy activation, backing up Operations when needed.
• Maintain CRM, sales trackers and insurance dashboards, including proactive follow-up on deals not closing in the current cycle
• Respond promptly to client and internal stakeholder inquiries.

Success Metrics & KPIs

• Accuracy and turnaround time on quotation prep and analysis
• CRM/dashboard data accuracy, including timely follow-up on open/rolling deals
• Prompt response to client and internal inquiries
• Smooth handover to onboarding/Operations
• Client satisfaction through the sales to onboarding journey

Basic Requirements

Education

• Diploma or Bachelor's degree in Business Administration, Sales & Marketing, Insurance, Finance, Human Resources, or a related field.
• Recent graduates with relevant internships may also be considered.

Experience

• 0–2 years of experience in sales support, customer service, account coordination, or administrative roles.
• Experience in B2B sales support is an added advantage.
• Experience in the insurance, HR, payroll, or SaaS industry is desirable but not mandatory.

Technical Skills

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Experience using CRM systems (e.g., HubSpot, Salesforce, Zoho) is an advantage.
• Ability to prepare quotations, proposals and sales documentation.
• Comfortable working with spreadsheets and maintaining accurate records.

Core Competencies & Attributes

• Commercial mindset. This is central to the role. Able to speak to clients in a way that communicates value, not just information.
• Excellent written/verbal communication.
• Strong organization, attention to detail, comfortable juggling competing priorities.
• Proactive, dependable, collaborative across Sales, Operations and external partners.
• Flexible to support clients across different time zones when required.

Expected Business Impact

• Improved support for insurance sales, driving revenue growth.
• Enhanced coordination between Sales, Operations, and insurance partners.
• Increased accuracy in CRM data, reporting, and sales administration.
• Improved client experience through efficient onboarding and service delivery.