CRC Benefits - Sales Support Representative (Remote)

206 Centerstone Ins & Fin Svc; Georgia; Hybrid; USD 55,000 - 80,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) plan with company match

Job summary

CRC Benefits, part of CRC Group, is seeking a detail-oriented Sales Support Representative to back our Sales team. Remote role with emphasis on proposal development, rate analysis, and high-quality submissions. Strong Excel, Salesforce, and communication skills are essential for coordinating RFPs and supporting the sales process.

The ideal candidate will manage multiple proposals, collaborate with carriers, and prepare client-ready proposals and sales materials with accuracy and efficiency.

Qualifications

• 3+ years 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 (preferred).
• Advanced proficiency in Microsoft Excel; able to manage complex data sets and create clear, useful outputs.

Responsibilities

• 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.
• 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 tasks, including compiling SBCs, assembling booklets, and organizing Salesforce data.

Skills

Excel

Quoting systems

Proposal tools

Salesforce

Communication

Multitasking

Attention to detail

Teamwork

Word

PowerPoint

Tools

Salesforce

Quoting platforms

Proposal generation tools

Job description

The position is described below.

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. As a result of listening to our employees, CRC Benefits earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place. We are seeking a highly organized, detail-oriented, and proactive Sales Support Representative to support our Sales team.

This role combines the responsibilities of proposal management with key sales support tasks. The ideal candidate will have a strong background in quoting and proposal development, excellent time management skills, and a collaborative mindset. This role is central to the success of our RFP and sales processes, requiring the ability to manage competing priorities with accuracy and efficiency. This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

KEY RESPONSIBILITIES

Primary Responsibilities – Proposal Development & Management

• 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.

Secondary Responsibilities – Sales Operations Support

• 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
• Assembling benefit booklets and sales packets
• Organizing and maintaining documents, contacts, and opportunities in Salesforce CRM
• Leverage Salesforce to track tasks, manage data, and support overall sales organization.
• Respond to a queue of sales support requests efficiently and with a high level of accuracy.
• Assist in preparing presentations, client communications, and sales documentation.
• Handle miscellaneous tasks that ensure a smooth and organized sales process.
• Communicate clearly and professionally in both written and verbal formats.

EDUCATION AND EXPERIENCE

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 3+ years of experience in a proposal development, quoting, or sales support role—preferably in insurance, employee benefits, or a related field. (required)
• Experience in the group insurance or employee benefits industry. (preferred)

CERTIFICATIONS, LICENSES, REGISTRATIONS

None

FUNCTIONAL SKILLS

• 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.
• Team-oriented mindset with a strong sense of accountability and customer service.
• Familiarity with document formatting tools and proposal templates (e.g., Microsoft Word, Microsoft Excel, Microsoft PowerPoint).

General Description of Available Benefits for Eligible Employees of CRC Group

At CRC Group, we're committed to supporting every aspect of teammates' wellbeing - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

• Medical
• Dental
• Vision
• Life
• Disability
• AD&D insurance
• Tax-advantaged savings accounts
• 401(k) plan with company match
• Generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more
• Restricted stock units and/or a deferred compensation plan

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

CRC Group is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.

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