Sales Solutions Specialist: Proposals & Data Lead

Custom Benefit Consultants, Inc.; Metro Manila; Hybrid; PHP 502,000 - 725,000; Full time

Benefits offered by this job

Competitive rewards

Healthcare coverage on day one

Dependents coverage

Paid time-off with cash conversion

Group life insurance

Performance bonuses

Job summary

MicroSourcing is hiring a Sales Solutions Specialist in Ortigas, Pasig City. This role provides essential administrative and operational support for small group proposals, carrier submissions, and sales processes, ensuring accuracy, timeliness, and efficiency.

Hybrid work setup and night shift are part of the role. You will manage data, prepare proposals, maintain documentation, and coordinate with carriers.

Qualifications

• Experience providing administrative support for proposals and submissions.
• Familiarity with CRM and project management tools.
• Ability to manage multiple tasks with attention to detail.

Responsibilities

• Prepare and organize documentation for new business and renewal submissions.
• Manage DocuSign Workspaces for client submissions.
• Track submission statuses and follow up with carriers.
• Assist with benefit presentation materials and proposal templates.

Skills

Communication

Team collaboration

Time management

Detail-oriented

Tools

DocuSign

SharePoint

Google Drive

Monday.com

MS Teams

Zoom

Slack

Email platforms

Microsoft Excel

Google Sheets

CRM systems

Job description

MicroSourcing is hiring a Sales Solutions Specialist in Ortigas, Pasig City. This role provides essential administrative and operational support for small group proposals, carrier submissions, and sales processes, ensuring accuracy, timeliness, and efficiency.

Hybrid work setup and night shift are part of the role. You will manage data, prepare proposals, maintain documentation, and coordinate with carriers.