Senior Sales Support Representative

Job not on LinkedIn

🕒 September 24

🏄 California – Remote

🏄 California – Remote

💵 $75k - $85k / year

⏰ Full Time

🟠 Senior

💝 Customer Support

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CRC Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1982

🏨 Hospitality

🏭 Manufacturing

📦 Logistics

Hospitality • Manufacturing • Logistics

CRC Insurance Services is a comprehensive insurance brokerage firm specializing in wholesale insurance solutions. They offer a broad range of services including property, casualty, and professional liability coverage, focusing on providing tailored solutions for various industries such as construction, healthcare, and environmental sectors. By leveraging extensive market access and expert knowledge, CRC aims to meet the unique needs of its clients, ensuring they receive optimal insurance protection and support.

📋 Description

• 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

• 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

• 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