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About the role
Key responsibilities & impact- Partner with sales and service teams to understand the client’s goals leading into the RFP process.
- Complete the carrier/vendor marketing process from conception to completion for clients of all sizes with varying lines of coverage and funding types.
- Be engaged and aware of the latest product offered by carriers.
- Organize client census, plan design information and other data to send to carriers.
- Review carrier proposals for accuracy and completeness.
- Summarize RFP responses into a client ready presentation.
- Work with General Agent (GA) partners for small group marketing process outsourcing.
- Other tasks, duties, or specialist projects as assigned.
Requirements
What you’ll need- Minimum of 3 years of carrier / vendor marketing experience within the employee benefits industry is required.
- Insurance industry background and knowledge of group products is required.
- Must continue to meet continuing education requirements for CA Department of insurance license renewal.
- CA Department of Insurance Life License (required or completed within 3 months of start date).
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
carrier marketingvendor marketingRFP processdata organizationproposal reviewpresentation summarizationgroup products knowledge
Soft Skills
client engagementcommunicationorganizational skills
Certifications
CA Department of Insurance Life License
