CRC Benefits - Senior Sales Support Representative (Remote)

CRC Group•Remote - California, CA

2d•$75,000 - $85,000•Remote

About The Position

This role is a high-performing, self-motivated Sales Support Representative, Sr. (Sr. SSR) to serve as a strategic partner to the Sales organization and a subject-matter leader within the Service department. This role extends beyond traditional sales support functions—serving as a trusted advisor, escalation point, and process owner for proposal development and quoting operations. The Sr. SSR will drive high-value deliverables that directly impact revenue growth and client retention by ensuring excellence, consistency, and accuracy in all proposals and RFP submissions. This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home. At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place. This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

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)
Working knowledge of Salesforce CRM or equivalent platforms for pipeline and document management.
Outstanding written and verbal communication skills and customer service, tailored to both client-facing and internal audiences.
Demonstrated ability to manage multiple priorities independently, with a consistent focus on deadlines and quality.
Strong attention to detail, organizational discipline, and the ability to follow through on tasks in high-pressure scenarios.
English (Required) Language Fluency

Nice To Haves

A collaborative, accountable, and service-oriented mindset that supports sales success and team cohesion. (preferred)
Direct experience in the group insurance or employee benefits industry, with knowledge of quoting procedures, carrier platforms, and underwriting practices. (preferred)
Proven indicators of readiness to act as the lead escalation contact for internal and external quoting-related issues. (preferred)
Familiarity with document formatting tools and proposal templates (e.g., Microsoft Word, Excel, PowerPoint). (preferred)
Experience training or mentoring junior sales support staff or assisting in their development. (preferred)
Participation in process improvement or technology enhancement initiatives within a sales or service environment. (preferred)

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, 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.
Prioritize and manage multiple proposals simultaneously, ensuring accurate and timely delivery in high-volume or deadline-driven situations.
Support the Sales team with administrative and operational tasks, including: 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.