Position Summary
The Analyst, Proposals supports the sales support process for new and existing business quotes and proposals. You'll work with field sales/service, underwriting, and operations to review incoming RFPs/RFIs and proactive quotes, support risk evaluation, and weigh likelihood of success against available resources. You'll also build proposal project plans, coordinate responses and deliverables from all contributors, complete questionnaires, and draft customer responses with senior team members. After the sale, you'll help with implementation, financial follow-up, and handoff to the customer team. This developing role works under the guidance of senior team members, who review your work and make the final decisions on pricing and risk exceptions.

Responsibilities:
Manage overall sales support process for quotes and proposals for new and existing business in concert with field sales/service and/or customer teams in support of Health key performance measures.
Qualifying Requests: Review incoming requests (new/growth RFPs/RFIs and proactive quotes) for strategic and capabilities match. Support preliminary and/or final risk evaluation and selection. Provide analysis and input on likelihood of success vs. resource allocation.
Consultative Selling: Build and maintain working relationships with field sales/service, underwriting, and operations.
Develop and Deliver Proposals: Support some or all of the following as assigned. Develop the proposal project plan as needed and track deliverables. Coordinate responses from all resources in support of Quote/RFP response, identify exceptions and resource needs, and escalate for review and approval as appropriate. Coordinate with underwriting for any final formatting required and complete questionnaires as needed. Determine proposal layout and coordinate assembly as needed. Draft and refine responses to customer questions in partnership with senior team members as needed.
Meetings, Presentations, and Site Visits: May participate in strategy meetings for large group quotes or formal RFPs.
Post-Sale Activities: Follow sold case process for group implementation and communicate sold case specifics to internal client parties. Participate in installation activities. Complete financial follow-up as necessary. Prepare documentation and transfer to the customer team.
Analyst Position may include: representing the area in interdepartmental meetings and projects as a developing subject matter contributor; building proficiency in job-related functions; and working with guidance from senior team members, who review work product and make final decisions on exceptions in pricing and risk selection.

Experience:
1-3 years of experience in sales support, proposal or RFP development, underwriting support, account management, or a similar administrative or analytical role.
Experience coordinating deliverables and deadlines with several contributors, such as tracking a project plan or following up on open items.
Experience drafting or editing written responses, questionnaires, or customer-facing documents.
Working knowledge of Microsoft Office, especially Excel, Word, PowerPoint, and Outlook.
Experience working with sales, underwriting, or operations partners.
Proficient with standard Microsoft office software.

Skills that are required:
Attention to detail and accuracy under tight turnaround times
Written communication and the ability to refine responses with guidance
Prioritizing and managing several requests at once
Analyzing and summarizing information, for example judging fit against available resources
Collaboration and relationship-building

Skills that are desired:
Health insurance, benefits, or other group insurance experience.
Experience with quoting, RFP/RFI response, or proposal tools such as Loopio, Salesforce, or a content library.
Experience with implementation or post-sale handoffs, or with financial follow-up.

Education:
A bachelor's degree or equivalent experience.

Notes:
100% Remote - Can be located anywhere but must work EST hours. - Mon-Fri 8:30-5 EST