Sales Support Representative

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

📋 Description

• Oversee the entire RFP process to guarantee timely, precise, and high-quality proposal submissions.

• Utilize quoting platforms and tools to extract rates and benefit information, formatting the data into professional proposals.

• Collaborate with carrier partners to request and obtain underwritten quotes.

• Develop and uphold proposal documents that align with company branding and compliance standards.

• Work alongside the sales team to comprehend client requirements and customize proposal content accordingly.

• Accurately compile and present benefit data.

• Conduct rate analysis, comparisons, and ensure data integrity using Microsoft Excel.

• Manage and prioritize multiple proposals under tight deadlines.

• Engage with internal stakeholders and external partners through effective written communication and customer service.

• Create and update spreadsheets containing benefit details.

• Retrieve Summary of Benefits and Coverage documents.

• Assemble benefit booklets and sales packets.

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

• Track tasks and manage data in Salesforce to facilitate sales operations.

• Respond promptly and accurately to sales support requests.

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

• Manage various tasks to support a seamless, organized sales process.

• Communicate clearly and professionally in both written and verbal formats.

⛳️ Requirements

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

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

• Advanced skills in Microsoft Excel; capable of managing complex data sets and producing clear, actionable outputs.

• Proven experience with quoting systems and tools for proposal generation.

• Proficiency in Salesforce CRM or similar platforms.

• Exceptional written and verbal communication abilities.

• Demonstrated capability to manage multiple priorities with minimal oversight.

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

• Familiarity with document formatting tools and proposal templates, including Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.

• Fluency in English (required).

• Ability to work remotely and collaborate using video and screen-sharing technologies.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company match.

• Company holidays.

• Vacation days.

• Sick days.

• New parent leave.

• Restricted stock units for eligible positions.

• Deferred compensation plan for eligible positions.

• Remote work from home.