Remote Sales Support & Proposal Specialist

206 Centerstone Ins & Fin Svc; Georgia; Híbrido; USD 55 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical

Dental

Vision

401(k) plan with company match

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Excel

Quoting systems

Proposal tools

Salesforce

Communication

Multitasking

Attention to detail

Teamwork

Word

PowerPoint

Ferramentas

Salesforce

Quoting platforms

Proposal generation tools

Descrição da oferta de emprego

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.