Life and Disability Insurance Specialist
Job Summary
Managing the RFP process for new and existing business, the full-time remote Proposal Specialist will leverage relationship management, customer service, and analytical skills to collaborate with internal and external stakeholders, ensuring effective proposal outcomes.
Key responsibilities
- Evaluate RFP risks for amendments and new groups
- Negotiate pricing, rate competitiveness, and product enhancements
- Analyze RFP documents for underwriting feasibility, experience evaluation, and proposal accuracy
Required qualifications
- High School Diploma required; Bachelor's degree preferred
- Experience with Group Employee Benefits Products and underwriting guidelines
- Proficiency in Salesforce CRM preferred
- Life and Disability insurance license for all states within the assigned territory required
Complete Job Description
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