CRC Benefits - Sales Support Representative

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

We are seeking a highly organized, detail-oriented, and proactive Sales Support Representative to support our Sales team. This role combines the responsibilities of proposal management with key sales support tasks. The ideal candidate will have a strong background in quoting and proposal development, excellent time management skills, and a collaborative mindset. This role is central to the success of our RFP and sales processes, requiring the ability to manage competing priorities with accuracy and efficiency.

This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.

KEY RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Primary Responsibilities – Proposal Development & Management

• 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.

Secondary Responsibilities – Sales Operations Support

• 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.

EDUCATION AND EXPERIENCE

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)

CERTIFICATIONS, LICENSES, REGISTRATIONS

• None

FUNCTIONAL SKILLS

• Advanced proficiency in Microsoft Excel; able to manage complex data sets and create clear, usefu