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Group Insurance Proposal Specialist

Group Insurance Proposal Specialist

VirtualVocationsConcord, California, United States
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A company is looking for a Group Insurance Research & Proposal Specialist to manage and execute Requests for Proposals (RFPs) and Requests for Information (RFIs).

Key Responsibilities

Manage and execute standard and custom RFPs with support from senior team members

Develop relationships with sales and underwriting teams to prioritize and deliver quality proposal responses

Utilize proposal management tools and collaborate with various business partners to ensure timely completion of proposals

Required Qualifications

3+ years of experience in insurance or financial services

Foundational knowledge of group insurance products is a plus

Proficiency in Microsoft Outlook, Excel, and Word

Bachelor's degree or equivalent work experience preferred

Previous proposal experience or willingness to obtain relevant certification

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Proposal Specialist • Concord, California, United States

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