CRC Benefits - Sales Support Representative (Remote)

📋 Description

• • Take ownership of the entire Request for Proposal (RFP) lifecycle, from initial request to final submission, ensuring all proposals are delivered accurately, on time, and to the highest quality standards.
• • Skillfully utilize specialized quoting platforms and internal tools to extract and analyze rate and benefit information, transforming complex data into clear, professional, and compelling proposal documents.
• • Proactively engage with carrier partners to request and secure underwritten quotes, acting as a key liaison to gather necessary information for accurate proposal generation.
• • Develop and meticulously maintain proposal documents, ensuring strict adherence to company branding guidelines, compliance standards, and client-specific requirements.
• • Collaborate closely with the sales team to gain a deep understanding of client needs, objectives, and unique challenges, tailoring proposal content to effectively address these specific requirements.
• • Demonstrate an unwavering commitment to accuracy and precision when compiling, reviewing, and presenting intricate benefit data, ensuring all details are correct and clearly communicated.
• • Leverage advanced Microsoft Excel skills to perform in-depth rate analysis, conduct comparative studies, and ensure the integrity and accuracy of all data presented in proposals.
• • Effectively prioritize and manage a high volume of concurrent proposal projects, consistently meeting stringent deadlines and maintaining a high level of output quality even under pressure.
• • Exhibit exceptional written communication skills and a strong customer service orientation when interacting with both internal sales teams and external carrier partners, fostering positive and productive relationships.
• • Provide comprehensive administrative and operational support to the sales team, streamlining processes and enhancing efficiency.
• • Accurately create and maintain detailed spreadsheets containing critical benefit information, ensuring data is up-to-date and easily accessible.
• • Efficiently pull and assemble Summary of Benefits and Coverage (SBC) documents, ensuring compliance and clarity for clients and internal stakeholders.
• • Prepare and assemble comprehensive benefit booklets and sales packets, ensuring all materials are professional, accurate, and ready for client distribution.
• • Meticulously organize and maintain vital sales documents, contact information, and opportunity data within the Salesforce CRM system, ensuring data integrity and accessibility.
• • Utilize Salesforce CRM effectively to track sales activities, manage tasks, update records, and contribute to the overall efficiency and success of the sales organization.
• • Respond promptly and accurately to a dedicated queue of sales support requests, demonstrating a proactive and problem-solving approach.
• • Assist in the preparation of impactful presentations, client communications, and essential sales documentation, contributing to the sales team's effectiveness.
• • Handle a variety of miscellaneous tasks that are crucial for ensuring a smooth, organized, and efficient sales process, demonstrating flexibility and a willingness to support the team's needs.
• • Communicate clearly, professionally, and effectively in both written and verbal formats, serving as a reliable point of contact for internal and external inquiries.
• • Contribute to a positive and collaborative team environment, embodying a strong sense of accountability and a dedication to exceptional customer service.
• • Embrace the opportunity to work remotely, leveraging technology to maintain strong connections with colleagues and contribute to the team's success while enjoying the flexibility of a home-based role.
• • Become an integral part of CRC Benefits, an industry leader in benefits services, contributing to a culture that values inclusion, trust, collaboration, and innovation.
• • Support the company's mission to provide exceptional benefits solutions by ensuring the sales team has the highest quality proposals and support.
• • Play a key role in the success of the sales team by providing timely and accurate information, enabling them to close deals and serve clients effectively.
• • Continuously seek opportunities for professional growth and development within a company that has been recognized with a Top Workplaces USA award for three consecutive years, reflecting a strong commitment to employee satisfaction and well-being.