Sales Support Representative, Employee Benefits

Job not on LinkedIn

🕒 May 22

🏄 California – Remote

🏄 California – Remote

💵 $55k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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CRC Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1982

⚕️ Healthcare Insurance

Insurance • Healthcare Insurance • Construction

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, 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. • Support the sales team with administrative and operational tasks, including creating and updating spreadsheets with benefit details and assembling benefit booklets and sales packets.

🎯 Requirements

• 3+ years of experience in a proposal development, quoting, or sales support role—preferably in insurance, employee benefits, or a related field • Experience in the group insurance or employee benefits industry • Advanced proficiency in Microsoft Excel • 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 • Team-oriented mindset with a strong sense of accountability and customer service

🏖️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance • Tax-advantaged savings accounts • 401(k) plan with company match • Generous paid time off programs • Company holidays • Vacation and sick days • New parent leave