Remote Sales & RFP Proposal Specialist

CRC Group; United States; Remote; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) match

Paid time off

Job summary

CRC Group is seeking a highly organized Sales Support Representative for a fully remote role in the United States. You will support the Sales team with proposal development, RFP management, and data-driven rate analysis using Excel, plus interaction with carrier partners and Salesforce to track opportunities.

You should bring 3+ years in proposal or sales support, preferably in employee benefits, and strong written communication for client and internal collaboration.

Qualifications

• 3+ years of experience 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.

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.
• 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.

Job description

CRC Group is seeking a highly organized Sales Support Representative for a fully remote role in the United States. You will support the Sales team with proposal development, RFP management, and data-driven rate analysis using Excel, plus interaction with carrier partners and Salesforce to track opportunities.

You should bring 3+ years in proposal or sales support, preferably in employee benefits, and strong written communication for client and internal collaboration.