Renewal Operations Specialist

Point C

Renewal Operations Specialist assisting sales team with proposals at Point C. Collaborating with account management to ensure proposal accuracy and client acquisition.

Posted 4/16/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Collaborate with the account management team to gather necessary information for proposal development.
Prepare and customize proposals and other collateral to support the account management team's efforts in acquiring and retaining clients.
Ensure accuracy and completeness of proposals by thoroughly reviewing all materials and data.
Coordinate with internal departments to obtain necessary information for proposal creation.
Respond promptly to sales team inquiries and requests for proposal revisions or updates.
Assist in maintaining a repository of renewal materials, especially those associated with proposal generation.
Follow defined processes and workflows to streamline proposal development and ensure efficiency.
Provide administrative support to the account management team as needed.

Requirements

What you’ll need

Strong proficiency in Microsoft Office Suite, particularly Word, Excel, and PowerPoint.
Excellent written and verbal communication skills, with the ability to effectively convey complex information.
Exceptional organizational skills and attention to detail, with the ability to manage multiple projects simultaneously.
Ability to work independently and collaboratively in a team environment.
Familiarity with CRM software (e.g. Salesforce) is a plus.
Previous experience in sales support, proposal development, or similar roles within the insurance industry is preferred.
Previous experience with and understanding of Stop Loss insurance marketing is preferred.
Flexibility to adapt to changing priorities and deadlines in a fast-paced environment.
A positive attitude and willingness to learn and grow within the organization.

Benefits

Comp & perks

Comprehensive medical, dental, vision, and life insurance coverage
401(k) retirement plan with employer match
Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
Paid time off (PTO) and disability leave
Employee Assistance Program (EAP)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

proposal developmentsales supportattention to detailproject management

Soft Skills

written communicationverbal communicationorganizational skillsteam collaborationflexibilitypositive attitudewillingness to learn