Strategic Proposals Specialist

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

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.