Employee Benefits Proposal Specialist

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

Job summary

The Standard in Minnesota is seeking a Sales Analyst on the Employee Benefits team to manage the RFP process for new and existing business, leveraging relationship management, customer service, and analytical skills.

You'll collaborate with Sales Representatives, Brokers, Underwriters, and Employers to deliver optimal outcomes, input data in Salesforce, and contribute to pricing, proposals, and re-quotes.

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

Relationship management

Customer service

Analytical skills

Education

High School Diploma

Bachelor’s degree

Tools

Salesforce CRM

Job description

Remote Type: Within Territory

Minneapolis, MN

St Paul, MN

Wayzata MN

Time Type: Full time

Requisition ID: REQ006910

Description:

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

As a Sales Analyst on the Employee Benefits team, you will manage the RFP (proposal) process for new business as well as existing/growing business through your blend of relationship management, customer service, and analytical skills.

In addition to RFP management, your ability to build and maintain meaningful, effective relationships will be vital as you collaborate with internal and external customers (Sales Representatives, Brokers, Underwriters, and Employers) to provide the best possible outcome for all parties involved. The Sales Analyst will demonstrate core company values and brand in all interactions: professional negotiation, responsive communication, daily check-ins, scheduled meetings, etc.

In this highly visible role, you will have the opportunity to shine and showcase your blend of applicable skills and experiences. Join a growing team of experts in the insurance industry, equally devoted to the customer and employee experience!

**To be considered for this role you will need to live in the Minnesota 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

The Skills & Background You’ll Need

• 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.

Key Behaviors of a Successful Candidate

Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing them to bring the best ideas forward.

Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.

Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary.

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range: $66,000 - $111,750 + Incentive Compensation Plan

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.

About Us:

The Standard is a family of companies dedicated to helping its customers achieve financial well‑being and peace of mind. In business since 1906, we’re a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit www.standard.com or follow us on LinkedIn and Instagram.

Equal employment opportunity, including veterans and individuals with disabilities.