Sales Support Representative

Role Overview

• 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.

Requirements

• 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;
• 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).

Benefits

• medical insurance
• dental insurance
• vision insurance
• life insurance
• disability insurance
• AD&D insurance
• tax-advantaged savings accounts
• 401(k) plan with company match
• generous paid time off programs including company holidays, vacation and sick days, new parent leave
• potential for restricted stock units and/or a deferred compensation plan