CDL was founded in early 2003 by its current Managing Director Lucy Mmari.Within her 14 year tenure in a well established logistics company, She honed her skill in human resources management and thereafter started CDL.

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 our 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.

Client Communication

This role is not primarily client-facing.

• Communicate with clients, carriers, or external parties only as directed, primarily through email.
• Maintain professionalism, clarity, and confidentiality in all written communications.
• Route questions, sensitive issues, and client-specific matters to the appropriate team member.

Confidentiality, HIPAA Awareness, and Data Protection

• Handle sensitive employee benefits, healthcare, and business information with a high level of confidentiality.
• Follow all data protection, privacy, and compliance expectations established by our client.
• Demonstrate awareness of HIPAA-related concerns and maintain careful practices when working with personal health information or benefits-related data.
• Treat all personal health information, benefits information, client data, prospect information, carrier information, and internal business information with discretion and professionalism.
• Follow any data protection procedures, confidentiality requirements, system access rules, or dedicated-device protocols established for the role.
• Use secure systems and approved tools when working with confidential or sensitive information.

• 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.
• Assist with the preparation of quoting and RFP-related materials using our 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.
• 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.
• 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.
• 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.
• Communicate with clients, carriers, or external parties only as directed, primarily through email.
• Maintain professionalism, clarity, and confidentiality in all written communications.
• Route questions, sensitive issues, and client-specific matters to the appropriate team member.
• Handle sensitive employee benefits, healthcare, and business information with a high level of confidentiality.
• Follow all data protection, privacy, and compliance expectations established by our client.
• Demonstrate awareness of HIPAA-related concerns and maintain careful practices when working with personal health information or benefits-related data.
• Treat all personal health information, benefits information, client data, prospect information, carrier information, and internal business information with discretion and professionalism.
• Follow any data protection procedures, confidentiality requirements, system access rules, or dedicated-device protocols established for the role.
• Use secure systems and approved tools when working with confidential or sensitive information.

• Administrative Support
• Sales Support
• Quoting
• RFP Processes
• Data Analysis
• Document Preparation
• CRM Systems
• Microsoft Applications
• ClickUp
• Perfect Quote
• AI Tools
• Workflow Management
• Communication
• Confidentiality
• HIPAA Awareness
• Data Protection

• BA/BSc/HND or Diploma
• 3 years of experience