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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
We are seeking a high-performing, self-motivated Senior Sales Support Representative (Sr. SSR) to serve as a strategic partner to the Sales organization and a subject-matter leader within the Service department. This role extends beyond traditional sales support functions—serving as a trusted advisor, escalation point, and process owner for proposal development and quoting operations. The Sr. SSR will drive high-value deliverables that directly impact revenue growth and client retention by ensuring excellence, consistency, and accuracy in all proposals and RFP submissions.
The ideal candidate is a technical expert in quoting and benefits analysis, a skilled communicator, and a collaborative problem-solver who thrives in fast-paced environments. This role demands a high level of autonomy, decision-making capability, and a demonstrated ability to lead through influence across departments and carrier partners. The Sr. SSR is integral to process improvement, mentoring junior team members, and ensuring the Sales team is supported with strategic, timely, and consultative service.
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Primary Responsibilities – Proposal Development & Management
- 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, manage follow-ups, and interpret quoting nuances.
- Be a subject-matter expert (SME) for internal and external teams; answer questions related to quoting, carrier options, and benefit comparisons.
- Serve as the primary point of contact for escalated or complex quoting issues, ensuring they are resolved with accuracy and urgency.
- Create, format, and maintain proposal documents that align with company branding, compliance requirements, and regulatory standards.
- Collaborate with sales team members to understand client needs and customize proposal content accordingly.
- Maintain exceptional attention to detail when compiling, analyzing, and presenting benefit data and pricing structures.
- Leverage advanced Excel skills for rate modeling, comparisons, and verifying data integrity across proposals.
- Prioritize and manage multiple proposals simultaneously, ensuring accurate and timely delivery in high-volume or deadline-driven situations.
- Demonstrate strong written communication and customer service in interactions with internal stakeholders and external partners.
Secondary Responsibilities – Sales Operations Support
- Support the Sales team with administrative and operational tasks, including:
- Creating and updating spreadsheets with detailed benefit information.
- Pulling and organizing Summary of Benefits and Coverage (SBC) documents.
- Assembling professional and branded benefit booklets and sales packets.
- Maintaining accuracy in Salesforce CRM, including updating documents, tracking opportunities, and ensuring data integrity.
- 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.
Key Competencies
- 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.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- 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)
CERTIFICATIONS, LICENSES, REGISTRATIONS
FUNCTIONAL SKILLS
- Working knowledge of Salesforce CRM or equivalent platforms for pipeline and document management.
- Outstanding written and verbal communication skills, 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)
General Description of Available Benefits for Eligible Employees of CRC Group: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of CRC Group offering the position. CRC Group offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.
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