Associate – Proposals

Associate – Proposals

Requirements

• Working knowledge of collaboration and teamwork
• Working knowledge of execution and delivery (planning, delivering, and supporting) skills
• Working knowledge of business intelligence
• Working knowledge of problem solving and decision making skills
• Adept at growth mindset (agility and developing yourself and others) skills
• 3-5 years insurance industry experience

Responsibilities

• Helps establish and implement results-based programs and innovative initiatives for the Proposals area, under direct supervision.
• Completes simple business impact assessments based on forecasted changes within the Proposals field to support the development of modification strategies.
• Gathers information from source systems to complete proposals and calculates fees within assigned variance authority levels.
• Arranges questionnaire responses based on case-specific quotation strategy and customer priorities.
• Assists with plan design review, prepares deviation documents, and compiles proposals for ancillary coverage.
• Contributes material for sales presentations and marketing surveys.
• Takes direction to execute techniques, processes, and responsibilities.

Preferred Qualifications

• Expert level knowledge of RFP process
• Expert level of knowledge of Meritain process, procedures and organization
• Expert level of Project Management
• Expert level of problem solving, decision making skills and verbal/written communication skills
• Adept at growth mindset (agility and developing yourself and others) skills