Sales Support Representative

CRC Insurance Services

Sales Support Representative at CRC Benefits handling proposal management and sales support. Collaborating with sales team to deliver high-quality proposals for clients.

Posted 7/24/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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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 DevelopmentAdvanced Microsoft ExcelSalesforce CRM ProficiencyAttention to DetailQuoting Systems Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Proposal DevelopmentQuoting SystemsAdvanced Microsoft ExcelSalesforce CRMDocument FormattingData AnalysisProposal Generation ToolsBenefit Data CompilationRate AnalysisCompliance Standards

Soft Skills

Written CommunicationVerbal CommunicationCustomer ServiceOrganizationTime Management

Tools & Technologies

SalesforceMicrosoft WordMicrosoft PowerPointQuoting PlatformsProposal Templates

Industry Keywords

Group InsuranceEmployee BenefitsRFP ProcessProposal SubmissionsInsurance Industry

About the role

Key responsibilities & impact

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

What you’ll need

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)

Benefits

Comp & perks

Health insurance
401(k) plan with company match
Paid time off programs, including company holidays, vacation and sick days, new parent leave
Access to medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
Potential for restricted stock units and/or a deferred compensation plan