Employee Benefits Proposal Specialist
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. In addition to RFP management, the ability to build and maintain 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. This role is highly visible and offers the opportunity to shine and showcase applicable skills and experiences within a growing team of experts in the insurance industry, devoted to both the customer and employee experience.
Requirements
- High School Diploma required
- Must live in the Florida area
- Life and Disability insurance license for all states within office’s assigned territory will be required.
Nice To Haves
- Bachelor’s degree preferred
- Group Employee Benefits Products
- Underwriting guidelines
- Salesforce CRM is 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, dental, vision
- 401(k) plan with matching company contributions
- Annual incentive bonus plan
- Generous paid time off
- 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
