The RFP Analyst's role is to supplement sales efforts for sales teams within the Benefits division. Sales efforts include timely logging of all requests for proposals (RFPs), obtaining required information necessary for underwriting to review, and monitoring the RFP process to ensure compliance. The position involves having an excellent understanding of how Symetra products fit within the external marketplace and leveraging it to add value to the business.
About the position
The RFP Analyst will be responsible for:
Review and submit RFP requests for evaluation within a timely manner.
Enter RFP data into the appropriate database.
Ensure all requirements needed to assess risk are received and delivered to Underwriting.
Request additional information if needed.
Identify and initiate RFP questionnaire requests.
Continually monitor RFP due dates and actively manage RFP process to ensure compliance.
Partner with sales team to ensure timely delivery of proposal and any sales material, if needed.
Follow RFP Mailbox records management process.
Maintain sales activity request logs.
Provide back-up support to field offices when needed.
Other tasks or projects as assigned.
High school diploma required; 1 -2 years of prior administrative, office support, or industry related experience.
College degree and general employee benefits knowledge preferred.
Sales aptitude and ability to communicate contract provisions to customers
Good verbal, written and interpersonal skills
Ability to manage effective communication
Proficient in computer skills, familiar with Windows (to include MS Word, MS Excel, and MS Outlook)
Excellent time management skills, organizational skills, and ability to multi-task.
Demonstrate ongoing self-development
Strong customer services skills for internal and external customers
Ability to be persistent while maintaining professionalism in obtaining information to quote
Ability to make independent decisions
Problem identification and independent problem solving and creativity
Ability to communicate clearly and concisely
Ability to anticipate customer needs
Symetra is a dynamic and growing financial services company with 50 years of experience and customers nationwide. In our daily work delivering retirement, employee benefits, and life insurance products, we're guided by the principles of VALUE, TRANSPARENCY AND SUSTAINABILITY. Symetra provides products and services people need at a competitive price, we communicate clearly and honestly so people understand what they're getting, and we build products that stand the test of time. We work hard and do what's right for our customers, communities and employees. Join our team and share in our success as we work toward becoming the next national player in our industry.
Learn more at www.symetra.com/careers