Sales Support Representative

🔥 6 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

👻 Ghost score 10%

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 professional proposals • Work with carrier partners to request and secure underwritten quotes • 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 • Compile and present benefit data accurately • Perform rate analysis, comparisons, and data integrity checks in Microsoft Excel • Prioritize and manage multiple proposals under tight deadlines • Interact with internal stakeholders and external partners through written communication and customer service • Create and update spreadsheets with benefit details • Pull Summary of Benefits and Coverage documents • Assemble benefit booklets and sales packets • Organize and maintain documents, contacts, and opportunities in Salesforce CRM • Track tasks and manage data in Salesforce to support sales operations • Respond efficiently and accurately to sales support requests • Assist with presentations, client communications, and sales documentation • Handle miscellaneous tasks supporting a smooth, organized sales process • Communicate clearly and professionally in written and verbal formats

🎯 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; 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, including Microsoft Word, Microsoft Excel, and Microsoft PowerPoint • English language fluency (required) • Ability to work remotely and collaborate using video and screen-sharing technology

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • AD&D insurance • Tax-advantaged savings accounts • 401(k) plan with company match • Company holidays • Vacation days • Sick days • New parent leave • Restricted stock units for eligible positions • Deferred compensation plan for eligible positions • Remote work from home