The Standard

Employee Benefits Proposal Specialist

The Standard$66K — $111K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma required; Bachelor's degree preferred
  • Experience in Group Employee Benefits Products and underwriting guidelines
  • Familiarity with Salesforce CRM is preferred
  • Life and Disability insurance license for required states
  • Strong customer service and relationship management skills

Responsibilities

  • Evaluate RFP risks for amendments and new groups
  • Negotiate pricing, rate competitiveness, and product enhancements
  • Analyze RFP documents for underwriting feasibility and proposal accuracy
  • Administer re-quotes and corrections
  • Manage Salesforce data input and updates

Benefits

  • Rich benefits package including medical, dental, and vision
  • 401(k) plan with matching company contributions
  • Annual incentive bonus plan
  • Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours
  • Career growth and advancement opportunities
  • Paid parental leave and adoption/surrogacy assistance
  • Employee giving program that double matches donations
Full Job 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.

In addition to RFP management, your ability to build and maintain meaningful, effective relationships will be vital as you collaborate with internal and external customers (Sales Representatives, Brokers, Underwriters, and Employers) to provide the best possible outcome for all parties involved. The Sales Analyst will demonstrate core company values and brand in all interactions: professional negotiation, responsive communication, daily check-ins, scheduled meetings, etc.

In this highly visible role, you will have the opportunity to shine and showcase your blend of applicable skills and experiences. Join a growing team of experts in the insurance industry, equally devoted to the customer and employee experience!

**To be considered for this role you will need to live in the Colorado area
  • 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


The Skills & Background You'll Need
  • 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.


Key Behaviors of a Successful Candidate

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.

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
  • 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
  • A supportive, responsive management approach and opportunities for career growth and advancement
  • Paid parental leave and adoption/surrogacy assistance
  • An employee giving program that double matches your donations to eligible nonprofits and schools


In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.
  • Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.


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.

About The Standard

The Standard is a financial services company that provides insurance, retirement, and investment products to individuals and businesses. The company's insurance products include life, disability, and dental insurance. The Standard also offers retirement plans, such as 401(k) and pension plans, and investment products, including mutual funds and annuities. The company was founded in 1906 and is headquartered in Portland, Oregon. The Standard has over 3,000 employees and serves customers across the United States.
Learn more about The Standard
Size
3,000 employees
Industry
Founded
1998

Similar Jobs

More Jobs at The Standard

More Finance & Insurance Jobs

Find similar Employee Benefits Proposal Specialist jobs: