Employee Benefits Proposal Specialist

The Standard

. Manage the RFP (proposal) process for new business and existing/growing business .

Posted 10/1/2026full-timeRemote • Ohio • United StatesMid-LevelSenior💰 $66,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the RFP process, including risk evaluation, pricing negotiation, and proposal analysis. Proficient in Salesforce CRM for data management and relationship building with key stakeholders in the insurance industry.

Highest-signal resume keywords

RFP ManagementSalesforce CRMGroup Employee Benefits ProductsLife and Disability Insurance LicenseUnderwriting Guidelines

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

RFP EvaluationProposal AnalysisPricing NegotiationRisk AssessmentData Management

Soft Skills

Professional CommunicationRelationship BuildingCollaborationNegotiation

Tools & Technologies

Salesforce

Certifications & Qualifications

Life and Disability Insurance License

Industry Keywords

Group Employee BenefitsUnderwritingProposal AccuracyMarket Competitiveness

About the role

Key responsibilities & impact

Manage the RFP (proposal) process for new business and existing/growing business
Evaluate RFP risks for amendments and new groups
Negotiate pricing, rate competitiveness, and product enhancements
Analyze 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
Build and maintain relationships with Sales Representatives, Brokers, Underwriters, and Employers
Collaborate with internal and external customers to provide the best possible outcomes
Demonstrate company values and brand through professional negotiation, responsive communication, daily check-ins, and scheduled meetings

Requirements

What you’ll need

High School Diploma required
Bachelor’s degree preferred
Experience with Group Employee Benefits Products preferred
Experience with underwriting guidelines preferred
Experience with Salesforce CRM preferred
Life and Disability insurance license for all states within office’s assigned territory will be required
Must live in the Ohio area
Criminal background investigation and employment, education and licensing verification required as a condition of employment
All employees must be bondable