RFP Financial Consultant

Marsh•Conshohocken, PA

20h•Hybrid

About The Position

The RFP Financial Consultant is a strategic pivotal role that partners with account teams to drive impactful marketing strategies across employer health benefit lines. This role blends strong financial/analytical expertise with consultative leadership to help teams deliver compelling, data-driven recommendations across the full spectrum of employer health benefit lines. This position will shape and grow a centralized marketing team while leading complex RFPs and negotiations in a dynamic, fast-paced environment.

Requirements

Bachelor’s Degree in Risk Management, Insurance, Actuary, Mathematics and/or other related field is required;
Intermediate working knowledge of MS Excel is required (i.e. ability to perform pivot tables, macros, and intermediate formulas);
Effective analytical, math and problem solving skills, sound judgment, strong decision making ability, confidence to make difficult decisions and excellent communication skills;
Must be organized, detail oriented and able to translate big picture ideas into client objectives.
Strong organizational, analytical skills and strong attention to detail;
Excellent troubleshooting, decision making and problem solving skills;
Must have strong negotiation and persuasion skills.
Must be a goal oriented self-starter
Solid interpersonal, verbal and written communication skills;
Ability to work well independently and as a team member;
Ability to multitask and successfully operate in a fast-paced work environment;
Ability to prioritize projects and meet deadlines;
Ability to follow through on and successfully execute tasks while adhering to specified quality standards;
Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts;
Proficiency in Microsoft Office Suite, including MS Word (intermediate), Excel (advanced) and Access (intermediate).
Proficiency in use of PC such as keyboard skills and electronic folder/file organization and management;
Aptitude for learning internal systems, applications and internal work flow of the department;
Must be able to effectively interact and deal with people at all levels inside and outside of the company.

Nice To Haves

Minimum of 5 year’s experience in the Benefits Brokerage, Consulting, or Insurance industry is preferred with an emphasis on employer health benefits;

Responsibilities

Responsible for clients’ benefits marketing process, including: data acquisition, request for proposal (RFP) preparation, vendor question resolution, proposal review and analysis, negotiation with carriers, and client exhibit and presentation preparation;
Tracking and documentation of RFP process from drafting RFP to final decision confirmation;
Validate renewals and proposals for accuracy;
Use specified technology platform(s) to release RFPs and receive/analyze proposals;
Maintain quality service standards and organization to assure timely service to MMA team;
Research and remain abreast of the dynamic, competitive insurance environment, new and complex insurance projects, appropriate underwriting techniques and constantly changing legislation that governs business;
Define and implement systems, workflows, standards and best practices that support the establishment and growth of the centralized marketing team;
Develop/Acquire RFP expertise for all employer health lines of coverage within the centralized marketing team;
Mentor and coach team members through hands-on guidance, onboarding support, and regular feedback to build RFP skills.
Plan and implement a mid-to-long term strategy to improve the utilization of the unit across all business practices and lines of coverage;
Contribute to monitoring marketing team deliverables, resource utilization and capacity modeling;
Participate in special underwriting and operations projects as needed;