Partner with Regional Account Executives (RAEs) and manage the presale opportunity process
Manage the RFP intake process including scrubbing, loading and early DTQ
Identify and request missing information from brokers, ensuring all necessary information is obtained for proposal responses
Manage and request tech and implementation credits, when applicable
Coordinate internal calls, and assist with external call scheduling when appropriate
Partner with Presale Analysts to ensure questionnaires/survey are complete accurately and timely
Manage opportunity in relevant systems such as PRISM, Fusion and Salesforce.com
Review proposals, include material collection, coordinate necessary actions, and prepare for delivery
Project manage key quote activities

Requirements

Knowledge of employee benefit products/industry preferred; not required
College degree or equivalent work experience
Excellent attention to detail and time-management skills
Proficient with widely utilized Microsoft applications such as Word, Excel, and PowerPoint
Excellent verbal and written communication skills
Highly organized, detail oriented, and able to manage multiple priorities at once
Critical thinking: Proactively identify and anticipate needs
Proactively shares feedback with leadership; champions continuous improvement and change management through identifying, planning, and implementing initiatives for the team or department
Ability to manage multiple projects and due dates, prioritizing projects as necessary.

Applicant Tracking System Keywords

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

Hard Skills & Tools

project managementRFP managementproposal reviewattention to detailtime managementcritical thinking

Soft Skills

verbal communicationwritten communicationorganizational skillsability to manage multiple prioritiesproactive feedback sharingchampioning continuous improvement