Proposals Associate
About The Position
The Proposals Associate contributes strategic and technical support to the sales process by designing customer-centered proposals focused on financial positioning, product offerings, and network access. The role applies technical knowledge of products, programs, services, policies, systems, and pricing methodologies to support proposal strategy and deliverables. Under direct supervision, the associate helps establish and implement results-based programs and initiatives for the Proposals area. The position gathers information, supports proposal development and plan design reviews, and contributes materials for sales presentations and marketing surveys.
Requirements
- At least 2 years of EAP industry experience.
- At least 2 years of experience communicating and delivering presentations to cross-functional teams and internal stakeholders.
- Strong professional writing background, with demonstrated ability to craft clear, concise, well-structured responses to inquiries.
- Agility and a growth mindset, including skills in developing yourself and others.
- Associate degree.
Nice To Haves
- Experience in the health insurance industry.
- Expert-level knowledge of the RFP process.
- Expert-level project management skills.
- Expert-level problem-solving, decision-making, and verbal and written communication skills.
- Working knowledge of collaboration and teamwork.
- Working knowledge of execution and delivery, including planning, delivering, and supporting.
- Bachelor's degree preferred.
Responsibilities
- Help establish and implement results-based programs and innovative initiatives for the Proposals area under direct supervision.
- Complete simple business impact assessments based on forecasted changes within the Proposals field to support development of modification strategies.
- Gather information from source systems to complete proposals and calculate fees within assigned variance authority levels.
- Arrange questionnaire responses based on case-specific quotation strategy and customer priorities.
- Assist with plan design review, prepare deviation documents, and compile proposals for ancillary coverage.
- Contribute material for sales presentations and marketing surveys.
- Follow direction to execute techniques, processes, and responsibilities.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off
- Retirement savings options
- Wellness programs
- Other resources, based on eligibility
- Eligible for a CVS Health bonus, commission, or short-term incentive program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
