Public & Labor Proposal Associate
Core
Provides pre-sale and post-sale support for the specialty benefits business, acting as a liaison between Sales, Underwriting, Implementation, and Account Management teams to support the full sales lifecycle.
Role type
Specialty Sales Support Associate
Builds
Supports the end-to-end sales process from quote request through case installation and post-sale support for specialty benefits.
Domain
Health insurance / Specialty benefits
Required skills
Sales support, case management, Salesforce data management, RFP coordination, quoting issue resolution, cross-functional partnership, organizational skills, analytical skills, problem-solving, Microsoft Office proficiency, deadline management.
Preferred skills
Salesforce application experience, Project Management experience.
Responsibilities
Manage opportunity records and maintain accurate sales data within Salesforce; Assist sales reps with updating opportunity stages, win probabilities, and case statuses; Research and resolve quoting issues, declined cases, and underwriting concerns; Coordinate Request for Proposal (RFP) submissions; Partner with Medical Sales Support, Underwriting, Implementation, and Account Management teams.
Seniority
Mid-level, hands-on IC