Senior Sales Support Representative

CRC Insurance Services

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

Posted 9/24/2026full-timeRemote • California • United StatesSenior💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the RFP process, ensuring high-quality proposal submissions, and leveraging quoting platforms to enhance sales efficiency. Proficient in data analysis and presentation, with strong organizational skills to handle multiple proposals under tight deadlines.

Highest-signal resume keywords

Proposal DevelopmentQuoting Systems ExperienceSalesforce CRM ProficiencyAdvanced Microsoft Excel SkillsGroup Insurance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Proposal GenerationData AnalysisQuoting ProceduresUnderwriting PracticesRate ModelsComparative VisualsDocument FormattingSales Process DocumentationBenefit ComparisonsClient-Facing Presentations

Soft Skills

Outstanding Communication SkillsCustomer ServiceAttention to DetailOrganizational DisciplineAbility to Manage Multiple Priorities

Tools & Technologies

Quoting PlatformsSalesforce CRMMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Industry Keywords

InsuranceEmployee BenefitsRFP ProcessCarrier PlatformsProposal Submissions

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 proposals
Work with carrier partners to request and secure underwritten quotes, manage follow-ups, and interpret quoting nuances
Serve as a subject-matter expert for internal and external teams on quoting, carrier options, and benefit comparisons
Resolve escalated or complex quoting issues
Create, format, and maintain proposal documents aligned with branding, compliance, and regulatory standards
Collaborate with sales team members to understand client needs and customize proposal content
Compile, analyze, and present benefit data and pricing structures
Prioritize and manage multiple proposals in high-volume, deadline-driven situations
Create and update spreadsheets with detailed benefit information
Pull and organize Summary of Benefits and Coverage documents
Assemble branded benefit booklets and sales packets
Maintain Salesforce CRM accuracy, update documents, track opportunities, and ensure data integrity
Respond to sales support requests
Prepare client-facing presentations, internal sales documents, and communications
Organize, version-control, and maintain proposal and sales process documentation
Leverage CRM and quoting tools to improve sales process efficiency and visibility

Requirements

What you’ll need

4+ years of experience in a proposal development, quoting, or sales support role, preferably within insurance, employee benefits, or a related industry
Advanced proficiency in Microsoft Excel, including complex data sets, rate models, and comparative visuals
Experience working within quoting systems and proposal generation tools
Working knowledge of Salesforce CRM or equivalent platforms
Outstanding written and verbal communication skills and customer service
Ability to manage multiple priorities independently, with focus on deadlines and quality
Strong attention to detail and organizational discipline
Experience in group insurance or employee benefits, including quoting procedures, carrier platforms, and underwriting practices (preferred)
Familiarity with Microsoft Word, Excel, and PowerPoint (preferred)
Experience training or mentoring junior sales support staff (preferred)
Participation in process improvement or technology enhancement initiatives (preferred)
English language fluency required
Ability to work the 1st shift in the United States of America

Benefits

Comp & perks

Medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Company holidays
Vacation and sick days
New parent leave
Restricted stock units for eligible positions
Deferred compensation plan for eligible positions
Remote work from home
Video and screen sharing collaboration technology