CRC Benefits - Sales Support Representative

• 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

• Leverage Salesforce to track tasks, manage data, and support overall sales organization.

• Respond to a queue of sales support requests efficiently and with a high level of accuracy.

• Assist in preparing presentations, client communications, and sales documentation.

• Handle miscellaneous tasks that ensure a smooth and organized sales process.

• Communicate clearly and professionally in both written and verbal formats.

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 3+ years of experience in a proposal development, quoting, or sales support role - preferably in insurance, employee benefits, or a related field. (required)

• Experience in the group insurance or employee benefits industry. (preferred)

• None

• 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).

General Description of Available Benefits for Eligible Employees of CRC Group : At CRC Group , we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers 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. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the LawPay Transparency Nondiscrimination ProvisionE-Verify Originally posted on Himalayas