Employee Benefits Proposal Specialist

The StandardAtlanta, GA
$72,000Onsite

About The Position

The Employee Benefits Proposal Specialist will manage the RFP (proposal) process for new business as well as existing/growing business through a blend of relationship management, customer service, and analytical skills. This role requires the ability to build and maintain meaningful, effective relationships while collaborating with internal and external customers (Sales Representatives, Brokers, Underwriters, and Employers) to provide the best possible outcome for all parties involved. The Specialist will demonstrate core company values and brand in all interactions, including professional negotiation, responsive communication, daily check-ins, and scheduled meetings. This is a highly visible role offering the opportunity to showcase applicable skills and experiences within a growing team of insurance industry experts devoted to both customer and employee experience.

Requirements

  • High School Diploma required
  • Group Employee Benefits Products experience
  • Underwriting guidelines knowledge
  • 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 experience preferred

Responsibilities

  • 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
  • Paid parental leave
  • Adoption/surrogacy assistance
  • Employee giving program that double matches donations to eligible nonprofits and schools
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