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, leveraging Salesforce to track tasks, manage data, and support overall sales organization, responding to a queue of sales support requests efficiently and with a high level of accuracy, assisting in preparing presentations, client communications, and sales documentation.

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.
Advanced 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).

Sales Support Representative

Key skills