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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 highly organized, detail-oriented, and proactive Sales Assistant to support our Sales team. This role combines the responsibilities of proposal management with key sales support tasks.
Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.
At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.
REQUIRED 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.
- 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
- Organizing and maintaining documents, contacts, and opportunities in Salesforce CRM
- Leverage Salesforce to track tasks, manage data, and support overall sales organization.
- Respond to a queue of sales support requests efficiently and with a high level of accuracy.
- Assist in preparing presentations, client communications, and sales documentation.
- Handle miscellaneous tasks that ensure a smooth and organized sales process.
- Communicate clearly and professionally in both written and verbal formats.
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.
- High school diploma or GED is required.
- 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.
CERTIFICATIONS, LICENSES, REGISTRATIONS
n/a
FUNCTIONAL SKILLS
- Proficiency in Microsoft Excel; able to manage complex data sets and create clear, useful outputs.
- Demonstrated 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.
- Team-oriented mindset with a strong sense of accountability and customer service.
- Familiarity with document formatting tools and proposal templates (e.g., Microsoft Word, Microsoft Excel, Microsoft PowerPoint).
The annual base salary for this position is $45,760 - $52,000.
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 Group 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 Group is a Drug Free Workplace.
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