RFP Analyst

About The Role

As an RFP Analyst, you will supplement sales efforts for sales teams within Symetra’s 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.

What You Will Do

• 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 other field offices when needed.
• Other tasks or projects as assigned.

Who You Are

• High school diploma.
• 1 - 2 years prior administrative, office support or industry related experience.
• Sales Aptitude and ability to communicate contract provisions to customers.
• Good verbal, written and interpersonal skills.
• Ability to manage effective communication and anticipate customer needs.
• 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.
• Strong mathematics aptitude.
• Ability to make independent decisions.
• Problem identification and independent problem solving and creativity.

Key skills/competency

• Proposal management
• Sales support
• RFP process
• Compliance monitoring
• Data entry
• Risk assessment
• Customer communication
• Microsoft Office
• Time management
• Problem solving