Proposal Assistant II
About The Position
Responsible for coordinating various aspects of proposal preparation to ensure that all parts are completed and produced for submission within the set timeframe. Begins to learn and apply knowledge regarding VB products. Completes standard Voluntary Worksite and group proposals and rates for assigned territories. Receives request, sets up case files, scrubs information for accuracy, runs necessary reports and sends to Underwriting. Gathers proposals/rates documentation and any additional documentation (e.g., templates, etc.) and sends to Sales Rep., ensuring deadlines are met. Reviews processes, procedures and forms and identifies opportunities for improvement. Manages submission activity, working with all team members to ensure submissions are completed in a timely manner.
Requirements
- High School Diploma or GED
- 0 – 2 years of related experience
Responsibilities
- Coordinate various aspects of proposal preparation to ensure timely submission.
- Learn and apply knowledge regarding VB products.
- Complete standard Voluntary Worksite and group proposals and rates for assigned territories.
- Receive requests, set up case files, scrub information for accuracy, run necessary reports, and send to Underwriting.
- Gather proposal/rate documentation and any additional documentation (e.g., templates) and send to Sales Rep., ensuring deadlines are met.
- Review processes, procedures, and forms to identify opportunities for improvement.
- Manage submission activity, working with team members to ensure timely completion.
Benefits
- Health/dental/vision
- life insurance
- FSA and HSA
- 401(k) plan
- Employee Assistant Program
- Back-up Care for Children, Adults and Elders
- Wellness program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
