• Employee Benefits Proposal Analyst

    Job ID
    # of Openings
    Customer Service/Support
    US-MD-Hunt Valley
  • Overview

    Job Title: EB Proposal Analyst

    Department: Marketing

    Reports To: President

    FLSA Status: Non -Exempt


    Summary The Proposal Analyst works in conjunction with Sales Team, Account Management Team, Carrier and Third Party Administrator partners to obtain rates and produce professional client ready proposals. 


    Essential Duties

    • Obtain carrier quotes and review for accuracy.
    • Insert data into internal template and delivers in presentation format during the implementation process for all group clients.
    • Provide team and client with appropriate timelines to ensure that expectations and turnaround times are met.
    • Manage the internal quoting system to ensure accuracy and efficiency.
    • Work closely with account managers, account executives, and sales executives on new business, renewal spreadsheets and client meeting materials.
    • Maintain customer records by updating account information in company database when applicable.
    • Provide technical guidance and training to other team members on RFP process.
    • Represent AP Benefit Advisors in a positive and professional fashion with both internal and external customers.
    • Act as an advocate on behalf of our clients and develop positive relationships with vendor representatives.
    • Remain abreast of the health insurance environment and constantly changing insurance legislation.
    • Respond to routine and non-routine correspondence.
    • Work independently and within the team on special nonrecurring and ongoing projects.
    • Represent AP Benefit Advisors in a positive and professional manner with both internal and external customers.
    • Maintain composure and effectiveness under pressure in a deadline driven environment.
    • Perform other duties and special projects as assigned.


    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.


    Skills, Education and Experience

    • Bachelor’s degree and/or employee benefits insurance experience
    • Life and Health Insurance License and/or obtain within 90 days
    • Proficient in Microsoft Office applications
    • Strong PC skills with the aptitude to learn new systems
    • Knowledge of health, life and disability plans preferred

    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.       


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