RFP & Proposal Strategist – Employee Benefits

The Standard; Oklahoma; Vor Ort; USD 66.000 - 85.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision insurance

401(k) plan with company match

Annual incentive bonus plan

Paid time off with holidays

Parental leave and adoption/surrogacy

Employee giving program

Zusammenfassung

The Standard is seeking a Proposal Specialist (Sales Analyst) on the Employee Benefits team to manage the RFP process for new and growing business, leveraging relationship management, customer service, and analytical skills.

You will collaborate with Sales Representatives, Brokers, Underwriters, and Employers to deliver the best possible outcomes, emphasizing accuracy, negotiation, and pipeline management across all engagements.

Qualifikationen

• Experience with Group Employee Benefits Products.
• Knowledge of underwriting guidelines.
• Licensing: Life and Disability insurance license for all states within office’s assigned territory is required.

Aufgaben

• 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.

Kenntnisse

RFP management

Relationship management

Customer service

Analytical skills

Ausbildung

High School Diploma

Bachelor’s degree preferred

Tools

Salesforce CRM

Jobbeschreibung

The Standard is seeking a Proposal Specialist (Sales Analyst) on the Employee Benefits team to manage the RFP process for new and growing business, leveraging relationship management, customer service, and analytical skills.

You will collaborate with Sales Representatives, Brokers, Underwriters, and Employers to deliver the best possible outcomes, emphasizing accuracy, negotiation, and pipeline management across all engagements.