Employee Benefits Proposal Specialist

The Standard

Sales Analyst managing proposals for new and existing business in Employee Benefits. Collaborating with Sales Representatives, Brokers, and Employers to enhance service and outcomes.

Posted 6/29/2026full-timeOverland Park • Kansas, Montana • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the RFP process for Group Employee Benefits Products, including pricing negotiation and underwriting analysis. Proficient in Salesforce CRM for data management and reporting.

Highest-signal resume keywords

RFP ManagementGroup Employee Benefits ProductsSalesforce CRMLife and Disability Insurance LicenseUnderwriting Guidelines

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

RFP AnalysisProposal AccuracyPricing NegotiationUnderwriting FeasibilityData Management

Soft Skills

Relationship BuildingEffective Communication

Tools & Technologies

Salesforce

Certifications & Qualifications

Life and Disability Insurance License

Industry Keywords

Employee BenefitsUnderwritingProposal ProcessRe-quotesMarket Competitiveness

About the role

Key responsibilities & impact

Manage the RFP (proposal) process for new business as well as existing/growing business
Build and maintain meaningful, effective relationships with internal and external customers (Sales Representatives, Brokers, Underwriters, and Employers)
Negotiate pricing, rate competitiveness, and product enhancements
Analyze all RFP documents for underwriting feasibility, experience evaluation, and proposal accuracy
Administer re-quotes and corrections
Manage Salesforce data input, stage updates, document uploads, reports, probability, and pipeline

Requirements

What you’ll need

Education: High School Diploma required. Bachelor’s degree preferred.
Experience: Group Employee Benefits Products, underwriting guidelines, Salesforce CRM is preferred.
Certifications/Licensures: Life and Disability insurance license for all states within office’s assigned territory will be required.