Remote Benefits Proposal & Sales Analyst

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

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.