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About
Manage the RFP process, ensuring timely and accurate proposal submissions Collaborate with the sales team to tailor proposal content based on client needs Support sales operations by organizing documents and managing data in Salesforce CRM
Required qualifications
3+ years of experience in proposal development, quoting, or sales support, preferably in insurance or employee benefits Advanced proficiency in Microsoft Excel for managing complex data sets Experience with quoting systems and proposal generation tools Proficiency in Salesforce CRM or similar platforms Strong organizational skills with exceptional attention to detail
Languages
- English
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