TIH · 2 days ago
CRC Benefits - Sales Support Representative (Hybrid)
Davenport, IA
Full-time
Hybrid
Mid Level
3+ years expCRC Benefits, an industry leading provider of benefits services, is seeking a highly organized and proactive Sales Support Representative to support their Sales team. This role involves managing the RFP process, proposal development, and providing essential sales operations support, ensuring efficiency and high-quality submissions.
Insurance
Responsibilities
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
Qualification
Required
3+ years of experience in a proposal development, quoting, or sales support role—preferably in insurance, employee benefits, or a related field
Language Fluency: English (Required)
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
Preferred
Experience in the group insurance or employee benefits industry
Familiarity with document formatting tools and proposal templates (e.g., Microsoft Word, Microsoft Excel, Microsoft PowerPoint)
Benefits
Medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Generous paid time off programs
Company holidays
Vacation and sick days
New parent leave
Restricted stock units
Deferred compensation plan
Company
TIH
TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small business, corporate, employee benefits, life and health, and title.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$1.95B2024-02-20Private Equity
2024-02-20Acquired
2023-02-16Secondary Market· $1.95B
Leadership Team
John Howard
Chairman & CEO
Jeremy Davis
Chief Technology Officer
Recent News
2025-08-09
bloomberglaw.com
2025-05-17
Company data provided by crunchbase