Quote Specialist

A company is looking for a Quote Specialist to work remotely. Key Responsibilities Facilitates the RFP process from intake to proposal execution, serving as a subject matter expert Partners with Regional Account Executives and the Voluntary Sales team to maintain productive relationships Ensures timely and accurate delivery of proposals while managing work queues and addressing urgent issues Required Qualifications College degree preferred or equivalent experience with financial ratings Knowledge of Group Ancillary products preferred but not required Intermediate Excel experience, including V-lookups and pivot tables Ability to manage multiple priorities effectively Must have a home office that allows for privacy and minimal distractions

Mar 25, 2025 - 20:59
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Quote Specialist
A company is looking for a Quote Specialist to work remotely. Key Responsibilities Facilitates the RFP process from intake to proposal execution, serving as a subject matter expert Partners with Regional Account Executives and the Voluntary Sales team to maintain productive relationships Ensures timely and accurate delivery of proposals while managing work queues and addressing urgent issues Required Qualifications College degree preferred or equivalent experience with financial ratings Knowledge of Group Ancillary products preferred but not required Intermediate Excel experience, including V-lookups and pivot tables Ability to manage multiple priorities effectively Must have a home office that allows for privacy and minimal distractions