Sales Support Representative

This is a fully remote position, open to applicants in Texas.

📋 Description

• Oversee the complete RFP process and ensure timely delivery of precise, high-quality proposals.

• Utilize quoting platforms to extract rates and benefit data while formatting professional proposals.

• Request and obtain underwritten quotes from carrier partners.

• Develop and maintain compliant, branded proposal documents.

• Collaborate with sales teams to comprehend client requirements and customize proposal content accordingly.

• Evaluate rates, compare data, and maintain benefit-data integrity using Microsoft Excel.

• Handle multiple proposals efficiently under tight deadlines.

• Create and update spreadsheets detailing benefits.

• Retrieve Summary of Benefits and Coverage documents.

• Compile benefit booklets and sales packets.

• Organize documents, contacts, and opportunities within Salesforce CRM.

• Monitor tasks, manage data, and provide support for sales operations via Salesforce.

• Respond promptly and accurately to sales support inquiries.

• Assist with presentations, client communications, and sales documentation.

• Undertake various tasks to ensure a streamlined sales process.

• Communicate professionally with both internal stakeholders and external partners.

⛳️ Requirements

• Minimum of 3 years of experience in proposal development, quoting, or sales support (required).

• Experience in the group insurance or employee benefits sector (preferred).

• Advanced skills in Microsoft Excel.

• Familiarity with quoting systems and proposal generation tools.

• Proficiency in Salesforce CRM or equivalent platforms.

• Competence in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.

• Capability to manage complex data sets and produce clear, useful outputs.

• Ability to juggle multiple priorities with minimal oversight.

• Exceptional attention to detail, organizational skills, and follow-through.

• Strong written and verbal communication abilities.

• Team-oriented approach with a focus on accountability and customer service.

🏝️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company match.

• Paid company holidays.

• Vacation and sick leave.

• New parent leave.

• Restricted stock units for eligible positions.

• Deferred compensation plan for eligible roles.

• Option for remote work from home.