Sales Support Representative

CRC Insurance Services

. Manage the end-to-end RFP process and ensure timely, accurate, high-quality proposal submissions .

Posted 10/5/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the RFP process, ensuring high-quality proposal submissions, and utilizing quoting platforms. Proficient in Salesforce CRM and Microsoft Excel for data management and analysis, with strong communication skills to collaborate effectively with internal and external stakeholders.

Highest-signal resume keywords

Proposal DevelopmentQuoting SystemsSalesforce CRMMicrosoft ExcelGroup Insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Proposal GenerationData AnalysisDocument FormattingRate ComparisonBenefit Data Compilation

Soft Skills

Attention to DetailOrganizational SkillsWritten CommunicationVerbal CommunicationTime Management

Tools & Technologies

Salesforce CRMQuoting PlatformsMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Industry Keywords

Employee BenefitsGroup InsuranceProposal TemplatesCompliance StandardsSales Support

About the role

Key responsibilities & impact

Manage the end-to-end RFP process and ensure timely, accurate, high-quality proposal submissions
Use quoting platforms and tools to pull rates and benefit information and format data into professional proposals
Work with carrier partners to request and secure underwritten quotes
Create and maintain proposal documents aligned with company branding and compliance standards
Collaborate with the sales team to understand client needs and tailor proposal content
Compile and present benefit data accurately
Perform rate analysis, comparisons, and data integrity checks in Microsoft Excel
Prioritize and manage multiple proposals under tight deadlines
Interact with internal stakeholders and external partners through written communication and customer service
Create and update spreadsheets with benefit details
Pull Summary of Benefits and Coverage documents
Assemble benefit booklets and sales packets
Organize and maintain documents, contacts, and opportunities in Salesforce CRM
Track tasks and manage data in Salesforce to support sales operations
Respond efficiently and accurately to sales support requests
Assist with presentations, client communications, and sales documentation
Handle miscellaneous tasks supporting a smooth, organized sales process
Communicate clearly and professionally in written and verbal formats

Requirements

What you’ll need

3+ years of experience in a proposal development, quoting, or sales support role (required)
Experience in the group insurance or employee benefits industry (preferred)
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
Familiarity with document formatting tools and proposal templates, including Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
English language fluency (required)
Ability to work remotely and collaborate using video and screen-sharing technology

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Company holidays
Vacation days
Sick days
New parent leave
Restricted stock units for eligible positions
Deferred compensation plan for eligible positions
Remote work from home