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Proposal Coordinator

4 months ago

Rochester, United States Lincoln Search Consultants Inc Full time

Hybrid position with our clienta 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