
RFP Quoting Specialist - Ancillary Benefits
- Dallas, TX
- Permanent
- Full-time
- Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
- Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
- Continual Learning: Thrive in a collaborative, education-focused work environment.
- Annual Bonus Program: Earn rewards through our bonus program after just one year of employment.
- RFP Preparation: Includes collecting, reviewing and filing all prospect data, target pricing, network analysis, utilization review, submitting RFPs to the appropriate markets, negotiation, and preparation and review of client facing proposals/spreadsheet
- Timely Follow-Up: Respond to client and carrier inquiries in an accurate and timely manner
- Account Management: Manage accounts assigned in a timely manner ensuring internal/external compliance and deadlines are met
- Communication: Liaison between internal departments to provide communication and support to external stakeholders
- Prioritization & Planning: Plan, prioritize and complete day-to-day workload, considering new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal and external deadlines are met
- Liaison: Initiate communication with Underwriting to prioritize objectives and assist in transition between field and home office
- Ad Hoc: Other duties and projects as assigned
- Industry Experience: 3+ years in group benefits with Ancillary line knowledge required (Life, Voluntary Life, STD, LTD, Dental, Vision, FMLA)
- Education: Bachelor's degree or equivalent preferred but not required
- Mathematical Skills: Strong mathematical aptitude and problem-solving skills required
- Contract Comprehension: Ability to read and interpret contract and policy language for consistency and application
- Organization Skills: Excellent organization skills and strong attention to detail required
- Communication: Ability to effectively communicate, written and verbally, with internal and external parties
- Team Player: Strong ability to work both independently and as part of a team
- Prioritization & Planning: Proven ability to effectively prioritize workload, manage time and meet deadlines in fast paced environment
- Excel Experience: Intermediate to Advanced Excel skills required