Sales Support Representative

• 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

• 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)

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.

• Proposal Development
• Advanced Microsoft Excel
• Salesforce CRM Proficiency
• Attention to Detail
• Quoting Systems Experience

• Proposal Development
• Quoting Systems
• Advanced Microsoft Excel
• Salesforce CRM
• Document Formatting
• Data Analysis
• Proposal Generation Tools
• Benefit Data Compilation
• Rate Analysis
• Compliance Standards

• Written Communication
• Verbal Communication
• Customer Service
• Organization
• Time Management

• Group Insurance
• Employee Benefits
• RFP Process
• Proposal Submissions
• Insurance Industry

• Salesforce
• Microsoft Word
• Microsoft Power Point
• Quoting Platforms
• Proposal Templates