What are the responsibilities and job description for the Proposal Coordinator position at Sterling St James LLC?
Hybrid position with our client--a privately held employee benefits company in Oakland County seeking to recruit an experienced Proposal Coordinator. In this role you'll support the proposal development process with the design/development of information and materials on a variety of insurance products for Agents and Account Managers to present to Client and Prospects.
Responsibilities
Niches: Manufacturing, legal, medical, cannabis, casinos
Responsibilities
- Request new and renewal quotes for Accounts from carrier per RFP.
- Review quotes/rates to ensure accuracy.
- Negotiate rates with carriers at the direction of the Agent or Account Manager.
- Coordinate and analyze information on spreadsheets and present best options for client to Agent and Account Manager.
- Create marketing reports and graphs to support client presentation.
- Build rapport with carrier reps.
- Participate in internal Pre-Renewal meetings.
- Assemble presentation material for meetings.
- Prepare Pre and Post Executive Cost Summaries
- Assist Account Manager and Service Representative with enrollment paperwork and other duties.
- Associate degree and 1-2 years related experience.
- Insurance industry experience preferred.
- Excel and PowerPoint
- MS Word
- Brokerage Builder/Zywave software
- Top Compensation Model (salary, bonuses, full benefits).** Lucrative Bonuses 2x/year based on company profitability and individual performance.
Niches: Manufacturing, legal, medical, cannabis, casinos
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