Proposal & Sales Support Specialist

2 months ago

White River Junction, Vermont, United States Milliman Full time
The Employee Benefits Consulting Practice offers excellent retirement, health, compensation, and investment consulting services to our clients. We are actively recruiting a Proposal and Sales Support Specialist to bolster the sales efforts of Milliman's Employee Benefits Consulting (EBC) Practice. This role involves the creation of high-quality materials integral to our sales process. The responsibilities of this position encompass a range of internal sales support activities, including but not limited to, the production of proposals, presentations, and other sales materials as needed. This role is pivotal in enhancing our sales operations.

Who We Are

Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world's most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.

Milliman invests in skills training and career development, and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERG's) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our web site ) to learn more about Milliman's commitments to our people, diversity and inclusion, social impact and sustainability.

Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.

What You Will Do
  • Prepare Milliman's response to written Requests for Proposal received from prospects seeking our services. Write original draft using approved content in the master library and modifying for the specific prospect. Proposals cover defined benefit and retiree medical actuarial consulting, health & welfare actuarial and benefits consulting, and investment advisory.
  • Project manage the proposal process, working with subject matter experts to obtain technical content, legal and insurance requirements, pricing approvals, and oversight while maintaining adherence to deadlines and submission requirements. Tracks and records the lifecycle of proposals on pipeline.
  • Provide final client deliverable to the assigned Sales Lead in required format (zip file for electronic submission, printed hard copies, or upload into online response databases, etc.)
  • Support master library of RFP content and update on regularly scheduled basis with assistance of Subject Matter Experts.
  • Maintain library of sample client deliverables and documents used as appendices and examples for RFPs and standard proposals.
  • Produce custom proposals, power point presentations, capability descriptions, and other sales support materials.
  • Support the efforts of the sales team members to gain new business for the practice.
  • Assist with preparation of presentations as needed.
  • Assist with other sales and marketing initiatives as requested.
What We Are Looking For

Professional Qualifications
  • Bachelor's degree.
  • At least five years' experience in sales support, internal marketing support or new business development.
  • Advanced proficiency in Word, PowerPoint, Excel, and SharePoint as well as desire and ability to learn additional software.
  • Experience working with Qvidian and Salesforce is a plus.
  • Experience working with Employee Benefit plans is a plus.
  • Excellent communication skills (able to prepare proposals covering complex topics).
  • Collaborate with and support sales team members.
  • Self-starter with good project management skills and ability to multi-task and work under deadlines.
  • Reliable
  • Effective time management.
  • Excellent written skills.
  • Strong problem solver.
  • Effective prioritization skills.
  • Good organizational skills.
  • Able to work independently while also contributing to team environment.
Personal Qualifications

Must demonstrate Milliman's core values which include:
  • Integrity: Must be honest, fair, active listener, open communicator and accountable.
  • Teamwork: Work cooperatively and treat clients and coworkers with respect and dignity while valuing individual differences, encouraging new ideas and sharing information.
  • Commitment to excellence - Demonstrate commitment to being creative, innovative, flexible and adaptable, focusing on quality solutions, continually improving and being a winner.
The Team

The EB Consulting practice provides actuarial and other consulting services for multiple industries, for actives and retirees and for Corporate, Public and Multiemployer Plans. This practice works with several key types of clients organized into the following seven lines of business:
  • Corporate Pension Plans
  • Multiemployer Pension Plans
  • Public Pension Plans
  • Other Postretirement Benefit Plans (Corporate, Multiemployer, and Public combined)
  • Health and Group Benefits (Corporate, Multiemployer, and Public combined)
  • Compensation and Benefits Surveys
  • Investments
Location

This is a remote position. Candidates hired into this role may work onsite in select Milliman office locations, if they prefer. The expected application deadline for this job is August 31, 2024.

Compensation

The salary range for this role is $60,000 to $117,000, depending on a combination of factors, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, location, etc.

Benefits

At Milliman, we focus on creating an environment that recognizes - and meets - the personal and professional needs of the individual and their family. We offer competitive benefits which include the following based on plan eligibility:
  • Medical, dental and vision coverage for employees and their dependents, including domestic partners
  • A 401(k) plan with matching program, and profit-sharing contribution
  • Employee Assistance Program (EAP)
  • A discretionary bonus program
  • Paid Time Off (PTO) starts accruing on the first day of work and can be used for any reason; full-time employees will accrue 15 days of PTO per year, and employees working less than a full-time schedule will accrue PTO at a prorated amount based on hours worked
  • Family building benefits, including adoption and fertility assistance and paid parental leave up to 12 weeks for employees who have worked for Milliman for at least 12 months and have worked at least 1,250 hours in the preceding 12-month period
  • A minimum of 8 paid holidays
  • Milliman covers 100% of the premiums for life insurance, AD&D, and both short-term and long-term disability coverage
  • Flexible spending accounts allow employees to set aside pre-tax dollars to pay for dependent care, transportation, and applicable medical needs
All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)

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