Benefits RFP & Proposal Analyst

The Standard; Saint Paul (MN); On-site; USD 66,000 - 112,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company match

Annual incentive bonus plan

Paid time off including 11 holidays, 2

Wellness days annually

Volunteer hours

Parental leave and adoption support

Job summary

The Standard is seeking a Sales Analyst on the Employee Benefits team in Minnesota. You will manage the RFP process for new and existing business, blending relationship management with rigorous analysis to deliver competitive proposals.

You'll collaborate with Sales Representatives, Brokers, Underwriters, and Employers to optimize outcomes, while administering re-quotes, maintaining Salesforce data, and tracking the sales pipeline. A customer-first mindset is essential.

Qualifications

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

Responsibilities

• 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

Customer service

Analytical skills

Relationship management

Negotiation

Education

High School Diploma

Bachelor's degree preferred

Tools

Salesforce CRM

Job description

The Standard is seeking a Sales Analyst on the Employee Benefits team in Minnesota. You will manage the RFP process for new and existing business, blending relationship management with rigorous analysis to deliver competitive proposals.

You'll collaborate with Sales Representatives, Brokers, Underwriters, and Employers to optimize outcomes, while administering re-quotes, maintaining Salesforce data, and tracking the sales pipeline. A customer-first mindset is essential.