As a request for proposal analyst, you will 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.
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.
Why work at Symetra
“If you want to work for a company that is always considering its employees while working towards sustainable growth this is that company. Within Symetra, there is always innovation, empowerment, and growth opportunities, all while providing us with a great work/life balance and incredible benefits for a very reasonable cost!” - Cindy G., Program Manager
“We're big enough to make an impact on the country, but small enough to care and know who you are and what you're contributing to the organization. All new ideas are welcome!” Stephanie F., VP Customer Service & Operations
“If you're looking for a place to call home, grow professionally and personally and most importantly, be yourself, Symetra is the right fit.” - Daniel P., Senior Underwriter
What we offer you
We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
- Flexible full-time or hybrid telecommuting arrangements
- Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
- Paid time away including vacation and sick time, flex days and ten paid holidays
- Give back to your community and double your impact through our company matching
- Want more details? Check out our Symetra Benefits Overview
Compensation
$23.23 - $38.71 hourly plus eligibility for Company Annual Bonus
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.
We empower inclusion
At Symetra, we aspire to be the most inclusive insurance company in the country. We’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.
We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.
Creating a world where more people have access to financial freedom
Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they’re buying, and we design products—and operate our company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.
For more information about our careers visit: https://symetra.eightfold.ai/careers
Work Authorization
Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.
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