RFP Analyst

Sun LifePortland, OR
Remote

About The Position

As the RFP Analyst, you will be responsible for managing, directing, facilitating, responding to, and completing both Request for Proposals and Request for Information documents submitted by Employee Benefit Representatives (sales) on behalf of Prospect Clients. You will support all Life, Disability, Absence / Leave and Supplemental Health Products. They are responsible for facilitating the development of comprehensive responses while coordinating and working with internal business partners including; Distribution, Underwriting, Sales Support and Fulfillment.

Requirements

  • BA/BS degree preferred or applicable industry specific experience
  • Demonstrated strong written and verbal communication skills and experience
  • Requires strong time management skills, and demonstrate a responsive, service oriented professional approach
  • Requires the ability to work independently and as part of a team
  • Ability to develop and maintain effective, professional business relationships across all levels of the organization
  • Must be detail oriented, well organized and capable of managing a high volume workload with competing demands
  • Requires strong Microsoft Excel and Word knowledge

Responsibilities

  • Complete RFP questionnaires on or before due date: Respond with customized, accurate, persuasive responses; collaborate with subject matter experts across all functions, Sales and the Underwriting team to write individualized responses that recognize each customer's unique benefit and service needs
  • Support the growth and increased functionality of the RFP Response database: Partner with Subject Matter Experts (SME) complete comprehensive annual reviews, update of all responses in database, and add new responses on an ongoing basis as they come up in day-to-day work
  • Increase the visibility of the RFP Unit: Participate in strategy calls and follow-up calls; create and maintain RFP Unit page on The Source; contribute consistently to Field Talk Online
  • Proactively identify opportunities in offering solutions to customers: Reach-out to SMEs and collaborate with the Underwriting and Sales team to find ways to effectively position Sun Life's offerings
  • Build and maintain effective working relationships with a diverse group of internal partners
  • Utilize technology to efficiently respond to RFP Questionnaires and maintain high quality responses in the RFP database
  • Meet time service delivery standards
  • Ability to work with a diverse range of people
  • Develop and provide RFP responses that help differentiate SLF in the marketplace
  • Supports the identification and development of best practices
  • Work effectively in a high volume, transaction-oriented environment with a strong focus on details

Benefits

  • Generous vacation and sick time
  • Market-leading paid family, parental and adoption leave
  • Medical coverage
  • Company paid life and AD&D insurance
  • Disability programs
  • Partially paid sabbatical program
  • 401(k) employer match
  • Stock purchase options
  • Employer-funded retirement account
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