Commercial Insurance BOR​/Marketing​/RFP Specialist

Responsibilities

• Manage and complete Requests for Proposals (RFPs) from start to finish, ensuring accuracy and timely submission.
• Support the Broker of Record (BOR) process, including documentation, coordination, and follow-up.
• Assist with the preparation and completion of carrier contracts.
• Gather and compile proposal content and supporting documentation from internal teams.
• Ensure all submissions meet company standards and client requirements.
• Maintain organized records of proposals, contracts, and related materials.

• Expand and grow in your role when supporting miscellaneous duties as requested.
• Support corporate and operational projects as needed.
• Assist with tracking deadlines and coordinating deliverables across Commercial teams.
• Provide general administrative support related to proposals and contracting.
• Expand responsibilities and take on additional duties as needed to support team goals.

• Minimum of 3 years of commercial insurance experience.
• Prior experience with RFPs, proposals, or client submissions.
• Applied/Epic experience is a plus.
• Experience supporting Broker of Record (BOR) processes is a plus.
• Property & Casualty (P&C) license preferred.
• Strong proficiency in Microsoft Office (Word, Excel, Outlook).
• Strong attention to detail with a high level of accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
• Strong organizational and time‑management skills.
• Clear and professional written communication skills.
  
  Ability to work independently and collaboratively across teams.
• Strong problem‑solving skills and ability to work with limited direction.
• High level of professionalism and ability to handle sensitive information.

• Competitive salary and referral bonuses.
• Expansive benefits:
  Medical, Dental, Vision, and more.
• 3 weeks of PTO (prorated based on start date) and a generous holiday schedule available from day one.
• Company 401(k) contribution starting Day 1 for participants 21+ years old.
• Educational support, career development, and growth opportunities.
• Job security with no prior layoffs, even during the pandemic.
• Flexibility, including hybrid schedules; business hours 8 am–4:30 pm.
• Comfortable, family‑oriented culture with an emphasis on work‑life balance.
• Unlimited Volunteer Time Off opportunities.
• Fulfilling opportunities aligned with your career path and our business needs.

Salary range: $45,000 to $72,737.50 per year, based on experience, training, licenses, and other factors.