Sales Support Representative managing RFP processes and providing sales support for CRC Benefits. Collaborating with sales team and providing exceptional proposal management and administrative support.
Responsibilities
Manage the end-to-end RFP process, ensuring timely, accurate, and high-quality proposal submissions
Use quoting platforms and tools to pull rates and benefit information and format data into clear, professional proposals
Work directly with carrier partners to request and secure underwritten quotes
Create and maintain proposal documents that align with company branding and compliance standards
Collaborate with the sales team to understand client needs and tailor proposal content accordingly
Maintain strong attention to detail when compiling and presenting benefit data
Demonstrate advanced Microsoft Excel skills for rate analysis, comparisons, and data integrity
Prioritize and manage multiple proposals simultaneously, ensuring on-time delivery under tight deadlines
Exhibit excellent written communication and customer service when interacting with internal stakeholders and external partners
Support the sales team with administrative and operational tasks, including: Creating and updating spreadsheets with benefit details, pulling Summary of Benefits and Coverage (SBC) documents, assembling benefit booklets and sales packets, organizing and maintaining documents, contacts, and opportunities in Salesforce CRM, leveraging Salesforce to track tasks, manage data, and support overall sales organization, responding to a queue of sales support requests efficiently and with a high level of accuracy, assisting in preparing presentations, client communications, and sales documentation
Requirements
3+ years of experience in a proposal development, quoting, or sales support role—preferably in insurance, employee benefits, or a related field
Experience in the group insurance or employee benefits industry
Advanced proficiency in Microsoft Excel; able to manage complex data sets and create clear, useful outputs
Demonstrated experience with quoting systems and proposal generation tools
Proficiency in Salesforce CRM or similar platforms
Outstanding written and verbal communication skills
Proven ability to manage multiple priorities with minimal supervision
Exceptional attention to detail, organization, and follow-through
Team-oriented mindset with a strong sense of accountability and customer service
Familiarity with document formatting tools and proposal templates (e.g., Microsoft Word, Microsoft Excel, Microsoft PowerPoint)
Benefits
Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more
Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan
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