Employee Benefits Proposal Specialist

About the role

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment.

Responsibilities

• Evaluate RFP risks for amendments & new groups
• 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

• 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.

Qualifications

• Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing them to bring the best ideas forward.
• Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.
• Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary.

Benefits

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools

Schedule

The role is available to candidates living in the Florida area.

Pay

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data. Salary Range: $66,000 - $111,750 + Incentive Compensation Plan Positions will be posted for at least 5 days from original posting date.