Customer Support Assistant at Aegro, ensuring client satisfaction through effective problem resolution and service excellence. Contributing to a top rural management platform in Brazil.
About the role
- Sales Support Representative managing RFP processes and providing sales support for CRC Benefits. Collaborating with sales team and providing exceptional proposal management and administrative support.
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, 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
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; 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)
Benefits
- Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and 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, and more
- Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Customer Service Supervisor responsible for managing customer inquiries and order processing efficiently. Leading satisfaction surveys and maintaining high service standards in a competitive market.
Customer Service Representative joining CEVA Logistics to manage transportation of goods and support high volume accounts. Liaising between sales, operations, and customers for shipping inquiries and status updates.
Customer Service Representative managing transportation and customer service for freight accounts at CEVA Logistics. Responsible for tracking, communications, and data management in logistics operations.
Customer Service Specialist supporting contractors using the SafeContractor platform. Ensuring compliance and providing an exceptional customer experience in a hybrid work environment.
Licensed Insurance CSR providing advanced expertise in servicing and policy management in a growing software company. Managing escalated customer requests and acting as a knowledge resource for team members.
Customer Service Representative managing end - to - end customer service activities for the UK and Ireland market. Handling order processing, customer inquiries, and cross - team coordination with a focus on quality service.
Customer Service Representative managing order lifecycle for DACH market in a MedTech company. Providing customer support and resolving service - related issues with a collaborative team.
Coordinate and perform multiple complex functions within the Patient Access department at CT Children’s Medical Center. Seeking candidates with healthcare experience to enhance team operations.
Advanced Associate, Customer Service coordinating customer inquiries and collaborating with internal teams at Pearson VUE. Responding to client queries and ensuring positive customer outcomes.