Group Proposal Coordinator - Charlotte, NC

The Large Group Proposal Coordinator supports brokers, carrier partners, and internal sales teams throughout the large and mid-market business cycle—from quoting through implementation. This role blends analytical, organizational, and relationship management skills to ensure a smooth, accurate, and high-quality experience for clients and partners.

This is a hybrid position that is only open to current residents of Charlotte, North Carolina.

• Coordinate large group and mid-market RFP submissions, gather client data, and manage carrier quote requests.
• Analyze carrier proposals for accuracy and competitiveness and provide strategic insights to brokers and sales teams.
• Serve as the primary liaison between brokers, carriers, and internal teams to ensure timelines and deliverables are met.
• Oversee the end-to-end implementation process, including data validation, enrollment coordination, and carrier onboarding.
• Track quoting and implementation pipelines, ensuring compliance with underwriting guidelines and service-level standards.
• Maintain accurate and organized records within CRM and quoting systems, supporting transparency and efficiency across teams.
• Stay current on carrier products, underwriting requirements, and market trends to remain a trusted resource to brokers and internal partners.

• Current Accident, Health, and Life Insurance License.
• 3–5 years of experience in employee benefits, preferably supporting large/mid-market groups.
• Strong knowledge of group benefits products and funding types (medical, dental, vision, life, disability).
• Excellent communication, organization, and Excel skills.
• Bachelor’s degree preferred.