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RFP Specialist - Employee Benefits
A company is looking for a Presale Specialist 2 to support the front-end proposal process for employee benefits. Key Responsibilities: Lead the RFP process from intake through proposal execution Review and analyze requests for proposals to ensure data completeness and compliance Maintain effective communication and collaboration with internal sales teams and external broker partners Required Qualifications: College degree preferred or equivalent experience in financial services or insurance Familiarity with group ancillary products is a plus Proficient in Microsoft Excel (including VLOOKUPs and pivot tables) Strong time management and multitasking abilities
A company is looking for a Presale Specialist 2 to support the front-end proposal process for employee benefits.
Key Responsibilities:
Lead the RFP process from intake through proposal execution
Review and analyze requests for proposals to ensure data completeness and compliance
Maintain effective communication and collaboration with internal sales teams and external broker partners
Required Qualifications:
College degree preferred or equivalent experience in financial services or insurance
Familiarity with group ancillary products is a plus
Proficient in Microsoft Excel (including VLOOKUPs and pivot tables)
Strong time management and multitasking abilities