Employee Benefits Proposal Specialist

🔥 5 minutes ago

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The Standard

1001 - 5000 employees

Founded 1906

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

The Standard is a comprehensive provider of insurance, retirement, and investment products and services, targeting individuals, families, businesses, and organizations. Based in Portland, Oregon, and part of the StanCorp Financial Group, Inc. , The Standard offers products such as life and disability insurance, annuities, vision and dental coverage, and retirement plans. Their solutions aim to facilitate financial wellness and enable effective benefits administration, catering to clients of all sizes. The company is renowned for its people-first commitment and innovative partnerships, contributing to a seamless customer experience.

📋 Description

• Manage the RFP (proposal) process for new business as well as existing/growing business • Collaborate with internal and external customers (Sales Representatives, Brokers, Underwriters, and Employers) to provide the best possible outcome for all parties involved • Negotiate pricing, rate competitiveness, and product enhancements • Analyze all RFP documents for underwriting feasibility, experience evaluation, and proposal accuracy • Administer re-quotes and corrections • Manage Salesforce data input, stage updates, document uploads, reports, probability, and pipeline

🎯 Requirements

• High School Diploma required • Bachelor’s degree preferred • Experience with Group Employee Benefits Products, underwriting guidelines • Salesforce CRM is preferred • Life and Disability insurance license for all states within office’s assigned territory will be required

🏖️ Benefits

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions • An annual incentive bonus plan • Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure • A supportive, responsive management approach and opportunities for career growth and advancement • Paid parental leave and adoption/surrogacy assistance • An employee giving program that double matches your donations to eligible nonprofits and schools

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