Proposals Associate

4062 Aetna Resources, LLC; Connecticut; Hybrid; USD 60,515,000 - 128,914,000; Full time

Job summary

CVS Health is seeking a Proposal Specialist to provide strategic and technical support for the sales process, designing customer-centered proposals that focus on financial positioning, product offerings, and network access.

You will gather information from source systems, arrange responses, assist with plan design reviews, and contribute to proposals and sales materials. A background in health insurance and strong writing skills are preferred for this role.

Qualifications

• 2+ years EAP industry experience.
• 2+ years experience communicating and delivering presentations to cross-functional teams and internal stakeholders.
• Strong background in professional writing, with proven experience crafting clear, concise, and well-structured responses to inquiries.
• Adept at growth mindset skills.

Responsibilities

• Completes simple business impact assessments based on forecasted changes within the Proposals field to support the development of modification strategies.
• Gathers information from source systems to complete proposals and calculates fees within assigned variance authority levels.
• Arranges questionnaire responses based on case-specific quotation strategy and customer priorities.
• Assists with plan design review, prepares deviation documents, and compiles proposals for ancillary coverage.
• Contributes material for sales presentations and marketing surveys.
• Takes direction to execute techniques, processes, and responsibilities.

Skills

EAP industry experience

Presentation skills

Technical writing

Growth mindset

Education

Bachelor's degree preferred

Associate Degree

Job description

We’re building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time.

Position Summary Contributes strategic and technical support for the sales process. Designs customer centered proposals that focus on financial positioning, product offerings, and network access. Applies technical knowledge of products, programs, services, policies, systems, and pricing methodologies to support Proposal strategy and deliverables.

What you will do

• Completes simple business impact assessments based on forecasted changes within the Proposals field to support the development of modification strategies.
• Gathers information from source systems to complete proposals and calculates fees within assigned variance authority levels.
• Arranges questionnaire responses based on case-specific quotation strategy and customer priorities.
• Assists with plan design review, prepares deviation documents, and compiles proposals for ancillary coverage.
• Contributes material for sales presentations and marketing surveys.
• Takes direction to execute techniques, processes, and responsibilities.

Required Qualifications

• 2+ years EAP industry experience
• 2+ years experience communicating and delivering presentations to cross-functional teams and internal stakeholders
• Strong background in professional writing, with proven experience crafting clear, concise, and well-structured responses to inquiries
• Adept at growth mindset (agility and developing yourself and others) skills

Preferred Qualifications

• Experience in health insurance industry
• Expert level knowledge of RFP process
• Expert level of Project Management
• Expert level of problem solving, decision making skills and verbal/written communication skills
• Working knowledge of collaboration and teamwork
• Working knowledge of execution and delivery (planning, delivering, and supporting) skills
• Working knowledge of problem solving and decision making skills

Education

• Bachelor's degree preferred
• Associate Degree

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is: $21.10 - $44.99. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Benefits

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full-time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well-being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.

We anticipate the application window for this opening will close on: 11/10/2026