Job Description:

The Opportunity

As the RFP Analyst, you will be responsible for managing, directing, facilitating, responding to, and completing both Request for Proposals and Request for Information documents submitted by Employee Benefit Representatives (sales) on behalf of Prospect Clients. 

You will support all Life, Disability, Absence / Leave and Supplemental Health Products.  They are responsible for facilitating the development of comprehensive responses while coordinating and working with internal business partners including; Distribution, Underwriting, Sales Support and Fulfillment.   

How you will contribute:

• Complete RFP questionnaires on or before due date: Respond with customized, accurate, persuasive responses; collaborate with subject matter experts across all functions, Sales and the Underwriting team to write individualized responses that recognize each customer's unique benefit and service needs

• Support the growth and increased functionality of the RFP Response database: Partner with Subject Matter Experts (SME) complete comprehensive annual reviews, update of all responses in database, and add new responses on an ongoing basis as they come up in day-to-day work

• Increase the visibility of the RFP Unit: Participate in strategy calls and follow-up calls; create and maintain RFP Unit page on The Source; contribute consistently to Field Talk Online

• Proactively identify opportunities in offering solutions to customers: Reach-out to SMEs and collaborate with the Underwriting and Sales team to find ways to effectively position Sun Life's offerings

What you will bring with you:

• BA/BS degree preferred or applicable industry specific experience

• Demonstrated strong written and verbal communication skills and experience

• Requires strong time management skills, and demonstrate a responsive, service oriented professional approach

• Requires the ability to work independently and as part of a team

• Ability to develop and maintain effective, professional business relationships across all levels of the organization

• Must be detail oriented, well organized and capable of managing a high volume workload with competing demands

• Requires strong Microsoft Excel and Word knowledge

• Build and maintain effective working relationships with a diverse group of internal partners

• Utilize technology to efficiently respond to RFP Questionnaires and maintain high quality responses in the RFP database

• Meet time service delivery standards

• Ability to work with a diverse range of people

• Develop and provide RFP responses that help differentiate SLF in the marketplace

• Supports the identification and development of best practices

• Work effectively in a high volume, transaction-oriented environment with a strong focus on details

Salary $65,900 - $98,900

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

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