Responsibilities

• Partner with sales and service teams to understand the client’s goals leading into the RFP process.
• Complete the carrier/vendor marketing process from conception to completion for clients of all sizes with varying lines of coverage and funding types.
• Be engaged and aware of the latest product offered by carriers.
• Organize client census, plan design information and other data to send to carriers.
• Review carrier proposals for accuracy and completeness.
• Summarize RFP responses into a client ready presentation.
• Work with General Agent (GA) partners for small group marketing process outsourcing.
• Other tasks, duties, or specialist projects as assigned.

Requirements

• Minimum of 3 years of carrier / vendor marketing experience within the employee benefits industry is required.
• Insurance industry background and knowledge of group products is required.
• Must continue to meet continuing education requirements for CA Department of insurance license renewal.
• CA Department of Insurance Life License (required or completed within 3 months of start date).
• Proficient knowledge and use of Microsoft Office and advanced complexities of features.
• Excellent communication skills (written, public speaking, presentation).

Preferred

• Adaptability and flexibility to proactively anticipate and address issues and client needs.
• Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.

Benefits

• medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)
• Diversity and equal opportunity statements included in the description.