Sales Support Representative

Job Summary

To support a dynamic sales team, the full-time remote Sales Support Representative will manage the end-to-end RFP process, develop proposals, and assist with various sales operations tasks, ensuring timely and accurate submissions while collaborating closely with internal and external stakeholders.

Key responsibilities

• Manage the RFP process, ensuring high-quality proposal submissions and collaboration with carrier partners
• Support the sales team with administrative tasks, including managing Salesforce CRM and preparing sales documentation
• Utilize advanced Microsoft Excel skills for data analysis and maintain organized proposal documents that align with company standards

Required qualifications

• 3+ years of experience in proposal development, quoting, or sales support, preferably in insurance or employee benefits
• Advanced proficiency in Microsoft Excel and experience with quoting systems and proposal generation tools
• Proficiency in Salesforce CRM or similar platforms
• Exceptional organizational skills and ability to manage multiple priorities with minimal supervision
• Strong written and verbal communication skills, with a team-oriented mindset