Content Strategist, RFP
PayPal
CRC Benefits - Senior Sales Support Representative (Remote)
CRC Insurance Services
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $65,000 - $84,000 per year
Job Level
Senior
About the role
- 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, manage follow-ups, and interpret quoting nuances.
- Be a subject-matter expert (SME) for internal and external teams; answer questions related to quoting, carrier options, and benefit comparisons.
- Serve as the primary point of contact for escalated or complex quoting issues, ensuring they are resolved with accuracy and urgency.
- Create, format, and maintain proposal documents that align with company branding, compliance requirements, and regulatory standards.
- Collaborate with sales team members to understand client needs and customize proposal content accordingly.
- Maintain exceptional attention to detail when compiling, analyzing, and presenting benefit data and pricing structures.
- Leverage advanced Excel skills for rate modeling, comparisons, and verifying data integrity across proposals.
- Prioritize and manage multiple proposals simultaneously, ensuring accurate and timely delivery in high-volume or deadline-driven situations.
- Demonstrate strong written communication and customer service in interactions with internal stakeholders and external partners.
- Secondary Responsibilities – Sales Operations Support: Creating and updating spreadsheets with detailed benefit information.
- Pulling and organizing Summary of Benefits and Coverage (SBC) documents.
- Assembling professional and branded benefit booklets and sales packets.
- Maintaining accuracy in Salesforce CRM, including updating documents, tracking opportunities, and ensuring data integrity.
- Respond to a dynamic queue of sales support requests, handling each with high attention to detail, timeliness, and professionalism.
- Assist in preparing client-facing presentations, internal sales documents, and communications.
- Ensure proposal and sales process documentation is organized, version-controlled, and accessible.
- Communicate clearly and professionally in all formats—written, verbal, and visual—tailored to the audience.
- Leverage CRM and quoting tools to support overall sales process efficiency and visibility.
Requirements
- 4+ years of experience in a proposal development, quoting, or sales support role, preferably within insurance, employee benefits, or a related industry (required)
- Demonstrated advanced proficiency in Microsoft Excel, including the ability to manage complex data sets, build rate models, and present comparative visuals (required)
- Proven experience working within quoting systems and proposal generation tools to produce accurate and customized deliverables (required)
- Active Life & Health License required
