Strategic RFP & Proposal Analyst

The Standard

Minneapolis (MN)

On-site

USD 66,000 - 85,000

Full time

2 days ago
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Benefits offered by this job

Annual incentive bonus plan
11 holidays, 2 wellness days, and 8vol
401(k) plan with company match
Paid parental leave and adoption/surro
Employee giving program with double-m匹

Job summary

The Standard is seeking a Proposal Specialist (Sales Analyst) on the Employee Benefits team to manage the RFP process for new and growing business. You will blend relationship management, customer service, and analytical skills to deliver optimal proposals for clients and brokers.

You will collaborate with Sales Representatives, Brokers, Underwriters, and Employers to ensure accurate, competitive, and timely proposals while upholding our commitment to exceptional customer service and financial

Qualifications

  • High School Diploma required.
  • Bachelor’s degree preferred.
  • Experience with Group Employee Benefits products and underwriting guidelines.
  • Salesforce CRM experience preferred; licensing in Life and Disability insurance required for territory.

Responsibilities

  • Evaluate RFP risks for amendments and new groups.
  • Negotiate pricing, rate competitiveness, and product enhancements.
  • Analyze RFP documents for underwriting feasibility 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 is seeking a Proposal Specialist (Sales Analyst) on the Employee Benefits team to manage the RFP process for new and growing business. You will blend relationship management, customer service, and analytical skills to deliver optimal proposals for clients and brokers.

You will collaborate with Sales Representatives, Brokers, Underwriters, and Employers to ensure accurate, competitive, and timely proposals while upholding our commitment to exceptional customer service and financial

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