Analyst I - Proposals

Our Client, a Retail Pharmacy company, is looking for an Analyst I - Proposals for their Remote location.

Responsibilities:

• Manage overall sales support process for quotes and proposals for new and existing business in concert with field sales/service and/or customer teams in support of Health key performance measures.
• Qualifying Requests: Review incoming requests (new/growth RFPs/RFIs and proactive quotes) for strategic and capabilities match. Support preliminary and/or final risk evaluation and selection. Provide analysis and input on likelihood of success vs. resource allocation.
• Consultative Selling: Build and maintain working relationships with field sales/service, underwriting, and operations.
• Develop and Deliver Proposals:
• Support some or all of the following as assigned. Develop the proposal project plan as needed and track deliverables.
• Coordinate responses from all resources in support of Quote/RFP response, identify exceptions and resource needs, and escalate for review and approval as appropriate.
• Coordinate with underwriting for any final formatting required and complete questionnaires as needed.
• Determine proposal layout and coordinate assembly as needed. Draft and refine responses to customer questions in partnership with senior team members as needed.
• Meetings, Presentations, and Site Visits: May participate in strategy meetings for large group quotes or formal RFPs.
• Post-Sale Activities:
• Follow sold case process for group implementation and communicate sold case specifics to internal Client parties.
• Participate in installation activities. Complete financial follow-up as necessary. Prepare documentation and transfer to the customer team.
• Analyst Position may include: representing the area in interdepartmental meetings and projects as a developing subject matter contributor; building proficiency in job-related functions; and working with guidance from senior team members, who review work product and make final decisions on exceptions in pricing and risk selection.

Requirements:

• 1-3 years of experience in sales support, proposal or RFP development, underwriting support, account management, or a similar administrative or analytical role.
• Experience coordinating deliverables and deadlines with several contributors, such as tracking a project plan or following up on open items.
• Experience drafting or editing written responses, questionnaires, or customer-facing documents.
• Working knowledge of Microsoft Office, especially Excel, Word, PowerPoint, and Outlook.
• Experience working with sales, underwriting, or operations partners.
• Proficient with standard Microsoft office software.
• Skills that are required:
• Attention to detail and accuracy under tight turnaround times
• Written communication and the ability to refine responses with guidance
• Prioritizing and managing several requests at once
• Analyzing and summarizing information, for example judging fit against available resources
• Collaboration and relationship-building
• Skills that are desired:
• Health insurance, benefits, or other group insurance experience.
• Experience with quoting, RFP/RFI response, or proposal tools such as Loopio, Salesforce, or a content library.
• Experience with implementation or post-sale handoffs, or with financial follow-up.
• Education: A bachelor's degree or equivalent experience.
• Verifyable High School Diploma or GED Required

Why Should You Apply?

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities