Sales Support Representative

Jobtailor; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Dallas, TX is seeking an experienced Proposal Development Specialist to manage the end-to-end RFP process, ensuring timely, accurate, and high-quality submissions. You will pull rates from quoting platforms and format data into professional proposals, working closely with carrier partners to secure underwritten quotes.

You will create and maintain branded proposal documents, collaborate with the sales team to tailor content to client needs, and ensure impeccable data integrity with

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 (preferred).
• Advanced proficiency in Microsoft Excel
• 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 (e.g., Microsoft Word, Microsoft Excel, Microsoft PowerPoint)

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
• Support the sales team with administrative and operational tasks, including creating and updating spreadsheets with benefit details, pulling SBC documents, assembling benefit booklets and sales packets, and organizing and maintaining documents, contacts, and opportunities in Salesforce CRM
• Leverage Salesforce to track tasks, manage data, and support overall sales organization

Skills

Proposal Development

Advanced Excel

Salesforce CRM

Quoting Systems

Data Analysis

Document Formatting

Rate Analysis

Compliance Standards

Written Communication

Time Management

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Quoting Platforms

Proposal Templates

Job description

• 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
• 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, and organizing and maintaining documents, contacts, and opportunities in Salesforce CRM
• Leverage Salesforce to track tasks, manage data, and support overall sales organization

Requirements

• 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 (preferred)
• Advanced proficiency in Microsoft Excel
• 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 (e.g., Microsoft Word, Microsoft Excel, Microsoft PowerPoint)

Core Competencies

Demonstrates expertise in managing the RFP process, utilizing advanced Microsoft Excel for data analysis, and leveraging Salesforce CRM for proposal tracking and sales support. Exhibits strong written communication and attention to detail in proposal development and client interactions.

Highest-signal resume keywords

• Proposal Development
• Advanced Microsoft Excel
• Salesforce CRM Proficiency
• Attention to Detail
• Quoting Systems Experience

ATS Optimization Keywords

Hard Skills

• Proposal Development
• Quoting Systems
• Advanced Microsoft Excel
• Salesforce CRM
• Document Formatting
• Data Analysis
• Proposal Generation Tools
• Benefit Data Compilation
• Rate Analysis
• Compliance Standards

Soft Skills

• Written Communication
• Verbal Communication
• Customer Service
• Organization
• Time Management

Industry Keywords

• Group Insurance
• Employee Benefits
• RFP Process
• Proposal Submissions
• Insurance Industry

Tools & Technologies

• Salesforce
• Microsoft Word
• Microsoft PowerPoint
• Quoting Platforms
• Proposal Templates