Job Title: EB Proposal Analyst
Department: Employee Benefits
Reports To: Operations Leader
FLSA Status: Non -Exempt
Job Code: Coordinator
Summary The Proposal Analyst will provide sales support at the direction of the Account Executives and Producers and is responsible for securing quotes, compiling the necessary data and creating the marketing presentations.
Responsible for marketing activities, including but limited to establishing timelines for end-to-end RFP process; Obtaining necessary information to prepare the request for proposal; distributing RFP to identified markets via BenefitPoint; Contacting the carrier to insure receipt of request for proposal and reports to the assigned Account Executive any issues that are identified; Insuring that the RFP deadlines are met by the carriers/service vendors; Determining that all information requested from the carriers /vendors has been received and is accurate according to quote requests; Creating spreadsheet with plan details and rate exhibits and reviewing for accuracy; Scheduling and meeting with Account Executives and Producers to present final RFP within established timeline.
Responsible for maintaining strong relationship with carriers and external business partners, including but not limited to having a clear understanding of carrier’s product offerings and processes to maintain efficient workflow and maintaining general product knowledge.
Follows agency policies and procedures including but not limited to entering plan information via Agency management system, HIPAA compliance, and filing and file maintenance.
Participates in special projects/teams, proactively identifies area to assist team members, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.
There are no supervisory responsibilities for this job.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school degree or equivalent. College degree preferred.
Certificates, Licenses, Registrations
All applicable insurance licenses.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.