Benefits RFP Analyst — Florida

The Standard; Orlando (FL); On-site; USD 66,000 - 112,000; Full time

Benefits offered by this job

Health benefits

401(k) plan with match

Annual incentive program

Paid time off and holidays

Parental leave and adoption assistance

Employee giving program

Job summary

The Standard is seeking a Sales Analyst on the Employee Benefits team in Florida to manage the RFP process for new and existing business. You will collaborate with Sales Representatives, Brokers, Underwriters, and Employers to deliver optimized proposals.

You will evaluate risks, negotiate pricing and product enhancements, and ensure accuracy of underwriting and proposals while maintaining CRM data and pipeline visibility.

Qualifications

• High School Diploma required; Bachelor's degree preferred.
• Experience in Group Employee Benefits Products; underwriting guidelines; Salesforce CRM is preferred.
• Life and Disability insurance license for all states within office territory will be required.

Responsibilities

• Manage the RFP process for new and existing groups.
• Negotiate pricing, rate competitiveness, and product enhancements.
• Analyze 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

Customer service

Analytical skills

Education

High School Diploma

Bachelor's degree

Tools

Salesforce CRM

Job description

The Standard is seeking a Sales Analyst on the Employee Benefits team in Florida to manage the RFP process for new and existing business. You will collaborate with Sales Representatives, Brokers, Underwriters, and Employers to deliver optimized proposals.

You will evaluate risks, negotiate pricing and product enhancements, and ensure accuracy of underwriting and proposals while maintaining CRM data and pipeline visibility.