Sales Support Representative

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🔥 0 minutes ago

🏄 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

🏨 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 deliver timely, accurate, high-quality proposals • Use quoting platforms to obtain rates and benefit information and format professional proposals • Request and secure underwritten quotes from carrier partners • Create and maintain proposal documents aligned with company branding and compliance standards • Collaborate with the sales team to understand client needs and tailor proposal content • Analyze rates, compare data, and maintain data integrity using Microsoft Excel • Manage multiple proposals and meet tight deadlines • Support sales operations with spreadsheets, SBC documents, benefit booklets, sales packets, and sales documentation • Organize and maintain documents, contacts, and opportunities in Salesforce CRM • Track tasks and manage sales data in Salesforce • Respond to sales support requests accurately and efficiently • Assist with presentations and client communications • Handle administrative tasks to support an organized sales process

🎯 Requirements

• 3+ years of experience in proposal development, quoting, or sales support (required) • Experience in the group insurance or employee benefits industry (preferred) • Advanced proficiency in Microsoft Excel and complex data sets • Experience with quoting systems and proposal generation tools • Proficiency in Salesforce CRM or similar platforms • Strong written and verbal communication skills • Ability to manage multiple priorities with minimal supervision • Exceptional attention to detail, organization, and follow-through • Team-oriented mindset with accountability and customer service • Familiarity with Microsoft Word, Microsoft Excel, Microsoft PowerPoint, document formatting tools, and proposal templates • English language fluency required • No certifications, licenses, or registrations required

🏖️ 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 • Learning and leadership development programs • Competitive compensation • Health benefits • Retirement plans