Proposal Specialist

Overview

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve upheld our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers.

Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

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!

• 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

• Education:
  
  High School Diploma required. Bachelor’s degree preferred.
• Experience:
  
  Group Employee Benefits Products, underwriting guidelines, Salesforce CRM is preferred.
• Certifications/Licenses:
  Life and Disability insurance license for all states within office’s assigned territory will be required.

• 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.

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. 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: Base Range: $66,000-$85,000 depending on experience, incentive plan eligible

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., Stan Corp Mortgage Investors, LLC, Stan Corp…