Remote Benefits RFP & Proposal Specialist

The Standard; Cincinnati (OH); Hybrid; USD 66,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with company match

Annual incentive bonus program

Paid time off including holidays and´

Parental leave and adoption/surrogacy"

Job summary

The Standard in Cincinnati, OH is seeking a Sales Analyst on the Employee Benefits team. You will manage the RFP process for new and existing business, leveraging relationship management, customer service, and analytical skills to deliver optimal outcomes for clients and employers.

You will collaborate with Sales Representatives, Brokers, Underwriters, and Employers, maintaining up-to-date Salesforce data and contributing to a high‑performing, customer‑driven culture.

Qualifications

• Experience with Group Employee Benefits products and underwriting guidelines.
• Salesforce CRM experience preferred.
• Life and Disability insurance license for all states within the territory is 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 preferred

Tools

Salesforce CRM

Job description

The Standard in Cincinnati, OH is seeking a Sales Analyst on the Employee Benefits team. You will manage the RFP process for new and existing business, leveraging relationship management, customer service, and analytical skills to deliver optimal outcomes for clients and employers.

You will collaborate with Sales Representatives, Brokers, Underwriters, and Employers, maintaining up-to-date Salesforce data and contributing to a high‑performing, customer‑driven culture.