CRC Benefits - Sales Support Representative, Employee Benefits (Remote)

CRC Group•Remote - California, CA

3d•$55,000 - $65,000•Remote

About The Position

CRC Benefits is seeking a highly organized, detail-oriented, and proactive Sales Support Representative to support their Sales team. This role combines proposal management with key sales support tasks. The ideal candidate will have a strong background in quoting and proposal development, excellent time management skills, and a collaborative mindset. This role is central to the success of the RFP and sales processes, requiring the ability to manage competing priorities with accuracy and efficiency. This is a remote role, and teams collaborate using video and screen sharing technology. CRC Benefits is an industry-leading provider of benefits services with a culture focused on inclusion, trust, collaboration, and innovation, and has earned a Top Workplaces USA award three years in a row. They are looking for employees who are valued and encouraged to grow.

Requirements

3+ years of experience in a proposal development, quoting, or sales support role—preferably in insurance, employee benefits, or a related field.
Advanced proficiency in Microsoft Excel; able to manage complex data sets and create clear, useful outputs.
Demonstrated 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.
Team-oriented mindset with a strong sense of accountability and customer service.
Familiarity with document formatting tools and proposal templates (e.g., Microsoft Word, Microsoft Excel, Microsoft PowerPoint).

Nice To Haves

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.
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.
Respond to a queue of sales support requests efficiently and with a high level of accuracy.
Assist in preparing presentations, client communications, and sales documentation.
Handle miscellaneous tasks that ensure a smooth and organized sales process.
Communicate clearly and professionally in both written and verbal formats.