CRC Benefits - Sales Support Representative (Hybrid)

CRC Group•Davenport, IA

1d•Remote

About The Position

CRC Benefits is seeking a highly organized, detail-oriented, and proactive Sales Support Representative to support its Sales team. This role combines proposal management responsibilities with key sales support tasks. The ideal candidate should have a strong background in quoting and proposal development, excellent time management skills, and a collaborative mindset. This position is crucial for the success of RFP and sales processes, requiring the ability to manage competing priorities with accuracy and efficiency. It is a remote role where teams collaborate using video and screen sharing technology, allowing employees to feel connected while working from home. CRC Benefits, an industry-leading provider of benefits services, fosters a culture based on inclusion, trust, collaboration, and innovation. The company has been recognized with a Top Workplaces USA award for three consecutive years, based on employee feedback, indicating a valued and growth-oriented work environment.

Requirements

3+ years of experience in a proposal development, quoting, or sales support role.
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.
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.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Generous paid time off programs, including company holidays, vacation and sick days, new parent leave
Restricted stock units (for eligible positions)
Deferred compensation plan (for eligible positions)