Role Description
As a Sales Analyst on the Employee Benefits team, you will manage the RFP (proposal) process for new business as well as existing/growing business through your blend of relationship management, customer service, and analytical skills.
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Evaluate RFP risks for amendments & new groups
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Negotiate pricing, rate competitiveness, and product enhancements
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Analyze all RFP documents for underwriting feasibility, experience evaluation, and proposal accuracy
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Administer re-quotes and corrections
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Manage Salesforce data input, stage updates, document uploads, reports, probability, and pipeline
Qualifications
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Education: High School Diploma required. Bachelorβs degree preferred.
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Experience: Group Employee Benefits Products, underwriting guidelines, Salesforce CRM is preferred.
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Certifications/Licensures: Life and Disability insurance license for all states within officeβs assigned territory will be required.
Requirements
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Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing them to bring the best ideas forward.
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Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.
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Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary.
Benefits
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A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
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An annual incentive bonus plan
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Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually β PTO increases with tenure
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A supportive, responsive management approach and opportunities for career growth and advancement
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Paid parental leave and adoption/surrogacy assistance
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An employee giving program that double matches your donations to eligible nonprofits and schools