Employee Benefits Proposal Specialist
About The Position
The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? As a Sales Analyst on the Employee Benefits team, you will manage the RFP (proposal) process for new business as well as existing/growing business through your blend of relationship management, customer service, and analytical skills. In addition to RFP management, your ability to build and meaningful, effective relationships will be vital as you collaborate with internal and external customers (Sales Representatives, Brokers, Underwriters, and Employers) to provide the best possible outcome for all parties involved. The Sales Analyst will demonstrate core company values and brand in all interactions: professional negotiation, responsive communication, daily check-ins, scheduled meetings, etc. In this highly visible role, you will have the opportunity to shine and showcase your blend of applicable skills and experiences. Join a growing team of experts in the insurance industry, equally devoted to the customer and employee experience!
Requirements
- High School Diploma required
- Group Employee Benefits Products
- Underwriting guidelines
- Life and Disability insurance license for all states within office’s assigned territory will be required.
Nice To Haves
- Bachelor’s degree preferred
- Salesforce CRM is preferred
Responsibilities
- Manage the RFP (proposal) process for new business as well as existing/growing business
- Collaborate with internal and external customers (Sales Representatives, Brokers, Underwriters, and Employers)
- Demonstrate core company values and brand in all interactions: professional negotiation, responsive communication, daily check-ins, scheduled meetings, etc.
- Evaluate RFP risks for amendments & new groups
- Negotiate pricing, rate competitiveness, and product enhancements
- Analyze all RFP documents for underwriting feasibility, experience evaluation, and proposal accuracy
- Administer re-quotes and corrections
- Manage Salesforce data input, stage updates, document uploads, reports, probability, and pipeline
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan with matching company contributions
- Annual incentive bonus plan
- 11 holidays
- 2 wellness days
- 8 volunteer hours annually
- PTO increases with tenure
- Supportive, responsive management approach
- Opportunities for career growth and advancement
- Paid parental leave
- Adoption/surrogacy assistance
- Employee giving program that double matches donations to eligible nonprofits and schools
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
