Proposal Specialist

About the Role

As a Sales Analyst on the Employee Benefits team, you will manage the RFP (proposal) process for new business as well as existing and growing business through your blend of relationship management, customer service, and analytical skills. 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.

You will demonstrate core company values and brand in all interactions: professional negotiation, responsive communication, daily check‑ins, scheduled meetings, etc.

• Evaluate RFP risks for amendments and 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, and Salesforce CRM experience preferred.

Certifications/Licenses: Life and Disability insurance license for all states within the office’s assigned territory required.

• Winning Together:
  Actively engages colleagues to achieve shared outcomes by building trust, inviting diverse perspectives, and encouraging the best ideas.
• Customer Focus:
  Understands and anticipates internal and external customer needs and develops solutions that exceed expectations.
• Adaptability:
  Sees possibilities in changing circumstances, accepts and understands change, and adapts behavior as necessary.

Salary Range: $66,000 – $85,000 base, depending on experience. Incentive plan eligible.

Rich benefits package including medical, dental, vision, 401(k) plan with company match, annual incentive bonus plan, paid time off with 11 holidays, 2 wellness days, and 8 volunteer hours per year. Paid parental leave and adoption/surrogacy assistance. Employee giving program that double matches eligible donations to nonprofits and schools.

The Standard is an affirmative action/Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status. The Standard will consider qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The company maintains a drug- and alcohol-free work environment and requires a criminal background investigation and other verifications.