Type
Direct Hire
Hybrid position with our client a privately held employee benefits company in Oakland County seeking to recruit an experienced Proposal Coordinator.
In this role you’ll support the proposal development process with the design / development of information and materials on a variety of insurance products for Agents and Account Managers to present to Client and Prospects.
Responsibilities
- Request new and renewal quotes for Accounts from carrier per RFP.
- Review quotes / rates to ensure accuracy.
- Negotiate rates with carriers at the direction of the Agent or Account Manager.
- Coordinate and analyze information on spreadsheets and present best options for client to Agent and Account Manager.
- Create marketing reports and graphs to support client presentation.
- Build rapport with carrier reps.
Additional Responsibilities
- Participate in internal Pre-Renewal meetings.
- Assemble presentation material for meetings.
- Prepare Pre and Post Executive Cost Summaries
- Assist Account Manager and Service Representative with enrollment paperwork and other duties.
Education and / or Experience
- Associate degree and 1-2 years related experience.
- Insurance industry experience preferred.
Computer Skills
- Excel and PowerPoint
- MS Word
- Brokerage Builder / Zywave software
This position will go hybrid after the training period of 90 days. WFH 3 days / week.
Top Compensation Model (salary, bonuses, full benefits). Lucrative Bonuses 2x / year based on company profitability and individual performance.
Reasons to Consider : Culture is collaborative with fantastic people and quarterly team events. Pets are welcome into office on occasion.
Casual Dress (blue jeans) M-F.
Niches : Manufacturing, legal, medical, cannabis, casinos