Sales Support Representative

Job not on LinkedIn

🔥 0 minutes ago

🤠 Texas – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

👻 Ghost score 10%

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Logo of CRC Insurance Services

CRC Insurance Services

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 accurate, high-quality proposals on time • Use quoting platforms to pull rates and benefit information and format professional proposals • Request and secure underwritten quotes from carrier partners • Create and maintain branded, compliant proposal documents • Collaborate with sales teams to understand client needs and tailor proposal content • Analyze rates, compare data, and ensure benefit-data integrity using Microsoft Excel • Manage multiple proposals under tight deadlines • Create and update benefit-detail spreadsheets • Pull Summary of Benefits and Coverage documents • Assemble benefit booklets and sales packets • Organize documents, contacts, and opportunities in Salesforce CRM • Track tasks, manage data, and support sales operations through Salesforce • Respond accurately and efficiently to sales support requests • Assist with presentations, client communications, and sales documentation • Handle miscellaneous tasks supporting an organized sales process • Communicate professionally with internal stakeholders and external partners

🎯 Requirements

• 3+ years of experience in a proposal development, quoting, or sales support role (required) • Experience in the group insurance or employee benefits industry (preferred) • Advanced proficiency in Microsoft Excel • Experience with quoting systems and proposal generation tools • Proficiency in Salesforce CRM or similar platforms • Familiarity with Microsoft Word, Microsoft Excel, and Microsoft PowerPoint • Ability to manage complex data sets and create clear, useful outputs • Ability to manage multiple priorities with minimal supervision • Exceptional attention to detail, organization, and follow-through • Strong written and verbal communication skills • Team-oriented mindset with accountability and customer service

🏖️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance • Tax-advantaged savings accounts • 401(k) plan with company match • Paid 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

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