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Proposal Coordinator
4 months ago
Hybrid position with our client--a privately held employee benefits company in Oakland County seeking to recruit an experienced Proposal Coordinator. In this role you'll support the proposal development process with the design/development of information and materials on a variety of insurance products for Agents and Account Managers to present to Client and Prospects.
Responsibilities
- Request new and renewal quotes for Accounts from carrier per RFP.
- Review quotes/rates to ensure accuracy.
- Negotiate rates with carriers at the direction of the Agent or Account Manager.
- Coordinate and analyze information on spreadsheets and present best options for client to Agent and Account Manager.
- Create marketing reports and graphs to support client presentation.
- Build rapport with carrier reps.
Additional Responsibilities
- Participate in internal Pre-Renewal meetings.
- Assemble presentation material for meetings.
- Prepare Pre and Post Executive Cost Summaries
- Assist Account Manager and Service Representative with enrollment paperwork and other duties.
Education and/or Experience
- Associate degree and 1-2 years related experience.
- Insurance industry experience preferred.
Computer Skills
- Excel and PowerPoint
- MS Word
- Brokerage Builder/Zywave software
This position will go hybrid after the training period of 90 days. WFH 3 days/week.
**Top Compensation Model (salary, bonuses, full benefits).** Lucrative Bonuses 2x/year based on company profitability and individual performance.
Reasons to Consider: Culture is collaborative with fantastic people and quarterly team events. Pets are welcome into office on occasion. Casual Dress (blue jeans) M-F.
Niches: Manufacturing, legal, medical, cannabis, casinos
