Salary
💰 $52,990 - $79,480 per year
About the role
- Act as the designated Field resource to support Sales Representatives and the Client Management team in the 2-1999 market.
- Follow all Standard Operating Procedures (SOPs) for the RFP and New Business/Add Issue submission processes.
- Manage RFP Inventory and Quote Process.
- Make recommendations regarding benefit/rate options based on analysis of RFP and consultative interactions with Sales Representatives and customers.
- Engage key internal stakeholders to develop a comprehensive proposal strategy.
- Meet with Underwriting to negotiate rates, exceptions, and approvals.
- Handoff and transition case from sales to onboarding.
Requirements
- Bachelor's degree preferred
- 1-3 years of group insurance experience processing RFP preferred
- Knowledge of group insurance, products, and services
- Knowledge of underwriting principles and practices
- Demonstrated success in servicing customers (Producers / Assistants / Planholders)
- Experience working with and addressing the needs of field sales organization in a highly dynamic, fast-paced environment
- Salesforce experience preferred
- Excellent written and verbal communication skills
- Excellent organizational and time management skills
- Health insurance
- Flexible working arrangements
- Professional development opportunities
- Annual, sales, or other incentive compensation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
RFP processinggroup insuranceunderwriting principlesproposal strategy developmentrate negotiation
Soft skills
customer servicecommunicationorganizational skillstime management
Certifications
Bachelor's degree