Benefits Proposals Analyst

The Standard; Columbus (OH); On-site; USD 66,000 - 80,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with match

Annual bonus

Paid time off

Parental leave

Volunteer hours

Matching gifts

Job summary

The Standard in Columbus, OH is seeking a Sales Analyst on the Employee Benefits team to manage the RFP process for new and existing business. You will combine relationship management, customer service, and analytical skills to deliver winning proposals.

You will collaborate with Sales Representatives, Brokers, Underwriters, and Employers, ensuring accurate proposals, competitive pricing, and strong client outcomes.

Qualifications

• Education: High School Diploma required. Bachelor’s degree preferred.
• Experience: Group Employee Benefits Products, underwriting guidelines, Salesforce CRM is preferred.
• Certifications/Licenses: Life and Disability insurance license for all states within office’s assigned territory will be required.

Responsibilities

• Live in the Ohio area.
• 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.

Skills

Relationship management

Negotiation

Customer service

RFP management

Data analysis

Education

Bachelor’s degree or higher

High School Diploma

Tools

Salesforce CRM

Job description

The Standard in Columbus, OH is seeking a Sales Analyst on the Employee Benefits team to manage the RFP process for new and existing business. You will combine relationship management, customer service, and analytical skills to deliver winning proposals.

You will collaborate with Sales Representatives, Brokers, Underwriters, and Employers, ensuring accurate proposals, competitive pricing, and strong client outcomes.