CRC Benefits - Senior Sales Support Representative at CRC Group | chakrie

Requirements

Additional 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.
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)
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.
Strategic Thinking: Anticipates sales needs, contributes ideas for proposal enhancements, and adapts approaches to complex and competitive environments.
Leadership Through Influence: Builds trust and credibility across departments, supports team development, and drives initiatives without formal authority.
Analytical Expertise: Deeply comfortable with data analysis, able to translate raw numbers into insights that support business decisions.
Client-Centric Mindset: Approaches each request with a consultative and service-oriented attitude, delivering a positive experience for internal and external stakeholders.
Operational Excellence: Demonstrates consistency, follow-through, and a focus on high-quality, compliant deliverables that uphold company standards.

Responsibilities

A clear overview of what is expected, written by the people who posted it, with every detail you need to decide.

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

Skills & expertise

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

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Salary & benefits

A clear overview of what is expected, written by the people who posted it, with every detail you need to decide.

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

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CRC Benefits - Senior Sales Support Representative

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Additional Requirements

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