Serve as a primary partner to the New Business Sales team in managing large and complex RFPs from intake through submission.
Review, scrub, and assess incoming RFPs for requirements, timelines, and internal dependencies.
Submit RFPs internally and coordinate responses across multiple internal partners, including: Proposal Development Services, Underwriting, Product Network, Clinical, and other subject matter experts as needed.
Support the sales team in developing, managing, and maintaining a strong and accurate new business pipeline within Salesforce.com.
Track opportunities, key milestones, deadlines, and follow-up actions.
Partner with Sales to ensure CRM data integrity, reporting accuracy, and visibility into pipeline health.
Act as a central point of coordination between Sales and internal teams to drive alignment and execution.
Communicate clearly and professionally with internal stakeholders to manage expectations and timelines.
Build strong working relationships across departments to facilitate efficient information flow.
Identify opportunities to improve RFP workflows, communication, and efficiency.
Contribute to best practices, tools, and documentation to support scalable growth.
Proactively anticipate needs and remove friction for the sales team wherever possible.

Requirements

Strong knowledge of fully insured and self-funded medical health insurance.
Experience supporting sales teams, proposals, RFPs, or complex client deliverables.
Exceptional organizational, time management, and prioritization skills.
Strong written and verbal communication skills.
Proven ability to manage multiple deadlines in a fast-paced environment.
Experience working cross-functionally with multiple internal teams.
Comfort working independently while also being a strong collaborative team player.
Preferred Experience with Salesforce.com or other CRM platforms.
Prior experience in health insurance, healthcare consulting, or employee benefits.
Familiarity with large employer or national account sales processes.

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

RFP managementproposal developmentsales pipeline managementdata integrityreporting accuracyworkflow improvementtime managementprioritization

Soft Skills

communicationorganizational skillscollaborationrelationship buildingindependenceanticipation of needs