Sales Support Assistant
3 weeks ago
GENERAL FUNCTION
The Proposal Coordinator provides support to the Proposal Writing team, including responding to various components of Requests for Proposals (RFPs). This includes completing questionnaires, submitting geo access requests, modifying executive summaries, etc.
MAJOR DUTIES AND RESPONSIBILITIES
- Assist writers with RFP responses– with primary focus on small to mid-sized groups (below 12k lives) and level 1-3 proposals. These proposals are written and customized to the client.
- Populate standard broker RFPs by utilizing templated responses.
- Organize incoming RFPs.
- Run geo accesses reports and request customized reporting from through sales software or the geo team.
- Run additional client-specific reports, using group censuses.
- Submit new and renewal standard Performance Guarantee packages through sales software.
- Populate large questionnaires by using a comprehensive database of pre-written responses.
- Meet all project deadlines, including proposal due dates.
BASIC QUALIFICATIONS
- Bachelor's Degree or 1 year business experience
- Excellent communication skills (written/verbal)
- Knowledge of Microsoft Office Product Suite
- Grammar/spelling accuracy
- Strong organizational/time management skills
PREFERRED QUALIFICATIONS
- Sales support and/or marketing experience
- Experience in project management and business operations
- Experience writing business communications
- Customer/client support experience
- Knowledge of benefits industry
- Technical writing experience
- Advanced computer skills in Microsoft Word, Excel and PowerPoint, as well as Adobe Pro
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