RFP Operations Specialist - Sales & Analytics

Oxbridge Health; Norwalk (CT); Vor Ort; USD 45.000 - 60.000; Vollzeit

Zusammenfassung

Rippling, Inc. is seeking a Sales Coordinator in Norwalk, CT to own the RFP process from intake through quote preparation. You will manage carrier submissions, organize data, and prepare inputs for financial modeling so underwriters and sales can move quickly and confidently.

The role emphasizes organization, follow-up, and data-driven work with AI tools to speed accuracy and output. Collaboration with Sales, Underwriting, and Operations is essential for timely quotes.

Qualifikationen

• Must be highly organized with a track record of managing multiple deadlines without dropping details.
• Persistent, professional follow-up skills with carriers, brokers, and internal partners.
• Comfortable working with data: organizing it, validating it, spotting errors, and preparing it for downstream use.
• Hands-on experience using AI tools (ChatGPT, Claude, Copilot, or similar) to accelerate work and improve accuracy.
• Strong proficiency with Excel, Word, and PowerPoint.
• Excellent written and verbal communication skills.

Aufgaben

• Submit RFPs to stop loss carriers accurately and on schedule, ensuring each package is complete and properly formatted to carrier specifications.
• Track every submission and proactively follow up on all carrier responses, escalating delays before they impact sales timelines.
• Maintain consistent communication with carrier underwriting contacts to confirm receipt, clarify questions, and secure firm quote turnaround commitments.
• Compile carrier quote responses into a clean, structured, comparable format ready for underwriting and sales review.
• Catch inconsistencies, missing fields, and outliers in carrier responses; loop back with carriers to resolve before passing data downstream.
• Maintain a complete, organized library of carrier quote data, supporting documentation, and version history for each opportunity.

Kenntnisse

Highly organized

Follow-up skills

Data handling

AI tools experience

Written and verbal communication

Attention to deadlines

Tools

Excel

Word

PowerPoint

HubSpot

Salesforce

Jobbeschreibung

Rippling, Inc. is seeking a Sales Coordinator in Norwalk, CT to own the RFP process from intake through quote preparation. You will manage carrier submissions, organize data, and prepare inputs for financial modeling so underwriters and sales can move quickly and confidently.

The role emphasizes organization, follow-up, and data-driven work with AI tools to speed accuracy and output. Collaboration with Sales, Underwriting, and Operations is essential for timely quotes.