Proposal Analyst II

A company is looking for a Proposal Analyst II to support sales activities and provide technical product support to external broker partners. Key Responsibilities Organize and manage sales administration tasks, including broker licensing and appointment requests Coordinate RFP scope changes and revisions in Salesforce and submit time-sensitive quotes as needed Leverage best practices and perform additional sales administrative responsibilities as directed by local market management Required Qualifications High School Diploma or equivalent 3+ years of experience in the financial services or insurance industry 6+ months of experience with life and health insurance products 1+ year of experience with Microsoft products, specifically Excel Experience with Salesforce

Mar 28, 2025 - 02:55

A company is looking for a Proposal Analyst II to support sales activities and provide technical product support to external broker partners. Key Responsibilities Organize and manage sales administration tasks, including broker licensing and appointment requests Coordinate RFP scope changes and revisions in Salesforce and submit time-sensitive quotes as needed Leverage best practices and perform additional sales administrative responsibilities as directed by local market management Required Qualifications High School Diploma or equivalent 3+ years of experience in the financial services or insurance industry 6+ months of experience with life and health insurance products 1+ year of experience with Microsoft products, specifically Excel Experience with Salesforce