Employee Benefits Proposal Specialist

This is a fully remote position, open to applicants in District of Columbia, +1 more state.

📋 Description

• Oversee the RFP (Request for Proposal) process for both new and existing business opportunities.

• Work in partnership with internal and external stakeholders, including Sales Representatives, Brokers, Underwriters, and Employers, to ensure optimal outcomes for all parties involved.

• Negotiate pricing, competitiveness of rates, and enhancements to products.

• Evaluate all RFP documents for underwriting feasibility, experience assessment, and accuracy of proposals.

• Manage re-quotes and necessary corrections.

• Oversee data entry in Salesforce, including updates on stages, document uploads, reports, probabilities, and the sales pipeline.

⛳️ Requirements

• High School Diploma is mandatory.

• A Bachelor's degree is preferred.

• Familiarity with Group Employee Benefits Products and underwriting guidelines is essential.

• Experience with Salesforce CRM is advantageous.

• A Life and Disability insurance license is required for all states within the office's designated territory.

🏝️ Benefits

• A comprehensive benefits package that includes medical, dental, vision, and a 401(k) plan with matching contributions from the company.

• An annual incentive bonus program.

• Generous paid time off, which encompasses 11 holidays, 2 wellness days, and 8 volunteer hours each year — PTO increases with length of service.

• A nurturing and responsive management style along with opportunities for professional growth and advancement.

• Paid parental leave and support for adoption/surrogacy.

• An employee giving initiative that matches your donations to qualified nonprofits and educational institutions at double the amount.