Proposal Specialist - Group Benefits

Proposal Specialist (Sales Analyst)

The next part of your journey is right around the corner with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

As a Proposal Specialist (Sales Analyst) on the Employee Benefits team, you will manage the RFP (proposal) process for new business as well as existing/growing business through your blend of relationship management, customer service, and analytical skills.

In addition to RFP management, your ability to build and maintain meaningful, effective relationships will be vital as you collaborate with internal and external customers (Sales Representatives, Brokers, Underwriters, and Employers) to provide the best possible outcome for all parties involved. The Sales Analyst will demonstrate core company values and brand in all interactions: professional negotiation, responsive communication, daily check-ins, scheduled meetings, etc.

In this highly visible role, you will have the opportunity to shine and showcase your blend of applicable skills and experiences. Join a growing team of experts in the insurance industry, equally devoted to the customer and employee experience!

***To be considered for this role you will need to live in the CENTRAL time zone of the United States.***

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

The Skills & Background You'll Need:

• Education: High School Diploma required. Bachelor's degree preferred.
• Experience: Group Employee Benefits Products, underwriting guidelines, Salesforce CRM is preferred.
• Certifications/Licensures: Life and Disability insurance license for all states within office's assigned territory will be required.

Key Behaviors of a Successful Candidate:

Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing them to bring the best ideas forward.

Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.