Proposal Specialist – Group Benefits

This is a fully remote position, open to applicants in Illinois, +4 more states.

📋 Description

• Oversee the RFP (request for proposal) process for both new and existing business opportunities.

• Establish and nurture strong relationships with Sales Representatives, Brokers, Underwriters, and Employers.

• Assess RFP risks associated with amendments and new groups.

• Negotiate pricing, ensure rate competitiveness, and promote product enhancements.

• Review RFP documents to determine underwriting feasibility, evaluate experience, and ensure proposal accuracy.

• Manage re-quotes and implement necessary corrections.

• Oversee data entry in Salesforce, including stage updates, document uploads, reports, probability assessments, and pipeline management.

• Embody company values and brand through professional negotiations, prompt communication, daily check-ins, and scheduled meetings.

• Partner with internal and external stakeholders to achieve optimal results.

⛳️ Requirements

• High School Diploma is mandatory.

• A Bachelor’s degree is preferred.

• Prior experience with group employee benefits products is advantageous.

• Familiarity with underwriting guidelines is preferred.

• Experience with Salesforce CRM is preferred.

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

• Must reside in the Central time zone of the United States.

• Successful completion of criminal background, employment, education, and licensing verification is required.

• Must be bondable.

🏝️ Benefits

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

• Participation in an annual incentive bonus plan.

• Generous paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours each year.

• PTO increases with length of service.

• A supportive and responsive management style.

• Opportunities for career development and advancement.

• Paid parental leave.

• Assistance with adoption and surrogacy.

• An employee giving program that offers double matching for donations to eligible nonprofits and schools.

• Support for work-life balance.