CRC Benefits - Senior Sales Support Representative (Remote)

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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.

While this is a remote role, ideal candidates will be based in California to support our local Sales teams. 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.

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 p