CRC Benefits - Senior Sales Support Representative (Remote)

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Regular or Temporary:

Language Fluency:  English (Required)

Work Shift:

Please review the following job description:

REQUIRED RESPONSIBILITIES

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, manage follow-ups, and interpret quoting nuances.

·       Be a subject-matter expert (SME) for internal and external teams; answer questions related to quoting, carrier options, and benefit comparisons.

·       Serve as the primary point of contact for escalated or complex quoting issues, ensuring they are resolved with accuracy and urgency.

·       Create, format, and maintain proposal documents that align with company branding, compliance requirements, and regulatory standards.

·       Collaborate with sales team members to understand client needs and customize proposal content accordingly.

·       Maintain exceptional attention to detail when compiling, analyzing, and presenting benefit data and pricing structures.

·       Prioritize and manage multiple proposals simultaneously, ensuring accurate and timely delivery in high-volume or deadline-driven situations.

Secondary Responsibilities – Sales Operations Support

·       Support the Sales team with administrative and operational tasks, including:

o   Creating and updating spreadsheets with detailed benefit information.

o   Pulling and organizing Summary of Benefits and Coverage (SBC) documents.

o   Assembling professional and branded benefit booklets and sales packets.

o   Maintaining accuracy in Salesforce CRM, including updating documents, tracking opportunities, and ensuring data integrity.

REQUIRED QUALIFICATIONS

·       4+ years of experience in a proposal development, quoting, or sales support role, preferably within insurance, employee benefits, or a related industry (required)

·       Demonstrated advanced proficiency in Microsoft Excel, including the ability to manage complex data sets, build rate models, and present comparative visuals (required)

·       Proven experience working within quoting systems and proposal generation tools to produce accurate and customized deliverables (required)

·       Working knowledge of Salesforce CRM or equivalent platforms for pipeline and document management.

·       Outstanding written and verbal communication skills and customer service, tailored to both client-facing and internal audiences.

·       Demonstrated ability to manage multiple priorities independently, with a consistent focus on deadlines and quality.

·       Strong attention to detail, organizational discipline, and the ability to follow through on tasks in high-pressure scenarios.

·       A collaborative, accountable, and service-oriented mindset that supports sales success and team cohesion. (preferred)

·       Direct experience in the group insurance or employee benefits industry, with knowledge of quoting procedures, carrier platforms, and underwriting practices. (preferred)

·       Proven indicators of readiness to act as the lead escalation contact for internal and external quoting-related issues. (preferred)

·       Familiarity with document formatting tools and proposal templates (e.g., Microsoft Word, Excel, PowerPoint). (preferred)

·       Experience training or mentoring junior sales support staff or assisting in their development. (preferred)

·       Participation in process improvement or technology enhancement initiatives within a sales or service environment. (preferred)

·       Respond to a dynamic queue of sales support requests, handling each with high attention to detail, timeliness, and professionalism.

·       Assist in preparing client-facing presentations, internal sales documents, and communications.

·       Ensure proposal and sales process documentation is organized, version-controlled, and accessible.

·       Communicate clearly and professionally in all formats—written, verbal, and visual—tailored to the audience.

·       Leverage CRM and quoting tools to support overall sales process efficiency and visibility.

Key Competencies

·       Strategic Thinking: Anticipates sales needs, contributes ideas for proposal enhancements, and adapts approaches to complex and competitive environments.

·       Leadership Through Influence: Builds trust and credibility across departments, supports team development, and drives initiatives without formal authority.

·       Analytical Expertise: Deeply comfortable with data analysis, able to translate raw numbers into insights that support business decisions.

·       Client-Centric Mindset: Approaches each request with a consultative and service-oriented attitude, delivering a positive experience for internal and external stakeholders.

·       Operational Excellence: Demonstrates consistency, follow-through, and a focus on high-quality, compliant deliverables that uphold company standards.

The annual base salary for this position is $75,000 - $85,000.

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.

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