Sales Support Representative, Employee Benefits

Emploi pas sur LinkedIn

🕒 il y a 10 jours

🏄 California – Distant

🏄 California – Remote

💵 $55 000 - $65 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💝 Support Client

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CRC Insurance Services

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1982

⚕️ Assurance santé

Insurance • Healthcare Insurance • Construction

CRC Insurance Services est une société de courtage en assurance à service complet, spécialisée dans les solutions d'assurance de gros. Elle offre une large gamme de services incluant la couverture de biens, de responsabilité civile et de responsabilité professionnelle, visant à fournir des solutions sur mesure pour divers secteurs tels que la construction, la santé et l'environnement. En tirant parti d'un accès étendu au marché et d'une expertise pointue, CRC vise à répondre aux besoins uniques de ses clients, en veillant à ce qu'ils bénéficient d'une protection et d'un soutien d'assurance optimaux.

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, pulling Summary of Benefits and Coverage (SBC) documents, and assembling benefit booklets and sales packets.

🎯 Exigences

• 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; able to manage complex data sets and create clear, useful outputs. • 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. • Familiarity with document formatting tools and proposal templates (e.g., Microsoft Word, Microsoft Excel, Microsoft PowerPoint).

🏖️ Avantages

• access to 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 • restricted stock units and/or a deferred compensation plan