RFP Analyst

Symetra Financial Bellevue , WA 98009

Posted 1 week ago

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.

About You

  • 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

  • Mathematics aptitude

  • Ability to make independent decisions

  • Problem identification and independent problem solving and creativity

  • Ability to communicate clearly and concisely

Ability to anticipate customer needs

About Symetra:

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

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sr Analyst Business Process RFP


Posted 1 week ago

VIEW JOBS 4/16/2019 12:00:00 AM 2019-07-15T00:00 This role is responsible for leading the response effort and writing responses to Requests for Proposal (RFPs). The Business Sales organization receives RFPs from prospective and current customers. If it is determined that T-Mobile will pursue the business, a written response including T-Mobile proposed products & services and answers to customer specific questions are created and provided to the customer issuing the RFP. The Sr. Analyst is also responsible for projects/programs associated with the RFP program.Minimum Required * 5 years of related work experience * Proficient in MS Office - specifically Excel, Word, Teams, and SharePoint * Excellent organizational, time, and project management skills * Effectively balance multiple priorities and meet deadlines * Flexible and able to adapt and respond to changing situations * Strong written communication skills to all levels of leadership. Strongly Preferred * Current or previous RFP writing/editing experience * Current or previous T-Mobile or Telecommunications work experience * Strong negotiator with proven ability to effectively collaborate with cross functional policy owners Education * Bachelor's degree strongly preferred. Additional work experience may be considered in lieu of degree. Enterprise Core Competencies Requires competency in customer focus, change & innovation, strategic thinking, relationship building & influencing, talent management, results focus and inspirational leadership. Essential Functions * Business Partnership: Supports sales by assisting with Requests for Proposals (RFPs) for our largest Enterprise and Government customers. * Become knowledgeable about the different lines of business in order to help Sales complete RFP responses. Make recommendations for offers. * Ensures RFP responses are compliant with company policy. * Lead the identification, analysis, prioritization, documentation and implementation of consistent key policy and procedure improvements, standard operating procedures, tools and methods that are repeatable and sustainable. * Solves complex, multi-faceted request; deliver simplified solutions that allow the department to seamlessly provide customer service excellence. * Proactively identify potential issues as a departmental expert and collaborate with cross-functional partners to mitigate issues and risks by planning/implementing solutions with a sense of urgency. * Foster relationships with key cross-functional partners and internal stakeholders, and develop strong partnerships to obtain results on behalf of the department * Align policy, procedure and process with other lines of business to ensure consistent customer service experience. Serves in a consulting or subject matter expert capacity on enterprise-wide project teams to ensure enterprise-wide integration of re-engineering efforts and in some cases may lead all or subgroups of project teams to accomplish project activities and T-Mobile Bellevue WA

RFP Analyst

Symetra Financial