Proposal Consultant

VirtualVocations; Carson (CA); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading company is seeking a Proposal Consultant to join their remote team. The role involves preparing quotes, assisting brokers, and ensuring proposal accuracy. Ideal candidates will have experience in insurance or employee benefits, along with strong Microsoft Office skills.

Qualifications

• Minimum of two years related experience.
• Prefer at least one year experience in insurance or benefits.

Responsibilities

• Prepare quotes and assist brokers with necessary information.
• Monitor mailboxes for quoting and coordinate proposals.
• Enter group information into software to generate proposals.

Skills

Communication

Typing

Education

High School diploma

Tools

Microsoft Office

Job description

A company is seeking a Proposal Consultant (Remote) to join their team.

Key Responsibilities

1. Prepare quotes and assist brokers with necessary information and materials.
2. Monitor and respond to mailboxes/queues for quoting and coordinate proposals for accuracy.
3. Enter group information into software to generate proposals and maintain quote metrics.

Required Qualifications, Training, and Education

1. High School diploma or equivalent with a minimum of two (2) years related experience.
2. Prefer at least one (1) year experience in insurance, medical, or employee benefits.
3. License preferred.
4. Strong knowledge of Microsoft Office, especially Excel, Word, and Outlook Exchange.
5. Ability to type a minimum of forty (40) words per minute with high accuracy.